For nearly 250 years, The Phi Beta Kappa Society has honored intellectual curiosity and championed the liberal arts and sciences as essential to a thriving democracy. A planned gift is a way to carry that legacy forward, ensuring that future generations have access to the same spirit of inquiry, discovery, and freedom of thought.
Planned giving is not only about generosity; it is about intention. It reflects what matters most to you and the values you wish to endure. With thoughtful planning, you can make a lasting impact while also caring for your loved ones and preserving your financial security.
Ways to Create a Lasting Impact
There are many ways to include Phi Beta Kappa in your plans, each offering flexibility and meaning.
• Bequests through your will or estate
• IRA gifts that are tax wise and meet required distributions
• Donor-advised funds for flexible giving now and later
• Beneficiary designations on retirement accounts, insurance, or investments
• Gifts of appreciated assets such as stocks or mutual funds
Your Values, Your Legacy
A planned gift to Phi Beta Kappa is more than a financial contribution. It is a statement. It affirms your belief in education that broadens perspectives, in ideas that challenge and connect us, and in a society strengthened by knowledge and understanding.
If you have already included Phi Beta Kappa in your plans, thank you. Your vision and generosity help sustain a mission that began in 1776 and continues to shape the future.
To learn more about how you can create your legacy, please contact Zakiyah Williams, Director of Development, Events, and Awards, at zwilliams@pbk.org.