Planned Giving at Phi Beta Kappa

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Thank you for your interest in creating and leaving a legacy with Phi Beta Kappa. If the love of learning is the guide of life and you make a life by what you give then you have come to the right place!

ΦBK is delighted that you want to learn more about how you can make certain that future generations of students are recognized for their commitment to excellence while at the same time ensuring that the science and humanities are safely ensconced at the highest echelon of our nation’s educational priorities. The Society’s director of legacy planning looks forward to meeting and speaking with you soon — but most of all, we are honored to be of service to you, your family and your professional advisors in any way that we can. We are privileged to be in a position to assist you.

Planned gifts provide the resources that create opportunities and preserve ΦBK’s future and guarantee that our tireless efforts to advocate for excellence in the liberal arts and sciences continue for generations. Your continued support also enhances the inherent worth and value of your key and certificate.

The many programs that advance the mission of ΦBK depend upon your good will. To that end, there are myriad giving options from which you can choose — from naming us as a beneficiary in your will to a more complex trust arrangement — and many creative and tax-wise options that are straightforward.

We've created what we hope is a user-friendly Web site to help you find the gift that's right for you. Here you can learn how to create a legacy gift to the Society. We'll tell you about creative giving strategies that enhance your, and your family's, well being and help us as well — some of which require no outlay of financial resources.

This Web site is interactive and fun to use:

If you're already considering certain giving options, simply click on Compare Gift Options and select the gifts you want to learn more about.
If you're not sure how our gift plans can meet your financial goals, enter the Legacy Planner™, and follow the trail to the gifts that will work best for you. Each option you select leads to more choices, letting you design your own gift plan.
Request a Personalized Gift Illustration from us that details your plan, read our most recent Tip of the Day, and refer to the FAQs and Glossary sections.

Welcome! We hope you enjoy the site. Please feel free to share any thoughts via phone or e-mail when you complete your browsing tour. Your impressions will help to improve our work.