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Wills and Bequests
Wills are one of the easiest ways of remembering Triangle in your financial plans. Those brothers who remember Triangle in their will and inform the Educational Foundation become members in The Living Oak Society.

Bequest of a percentage of your estate:
“I bequeath to the Triangle Education Foundation with offices located in Plainfield, Indiana, an amount totaling _________ percent (%) of my estate to be used for the general purposes of the Education Foundation.”

Bequest of a specific sum:
“I bequeath to the Triangle Education Foundation with offices located in Plainfield, Indiana, the sum of $__________, to be used for general purposes of the Education Foundation.”

A gift of residuary estate by will:
“I bequeath the remainder of my estate being property wherever located and not otherwise disposed of by will to the Triangle Education Foundation with offices located in Plainfield, Indiana, to be used for the general purposes of the Education Foundation.”

The development staff would be happy to discuss your personal situation and create models tailored to your individual circumstances. We recommend that you seek the advice of a professional advisor whenever making decisions about your financial planning.

We hope you will explore these methods of supporting the Foundation. We have helped donors and their advisors enhance their tax planning, investment objectives and retirement needs while ensuring the future of Triangle Fraternity.
 
 

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Upcoming Events

Sun, Jan 15, 2012
Triangle Leadership & Training Weekend