|Bridge Builder Society (Estate Planning)|
Bridge Builder Society - Leaving a Legacy for Those Who Follow
The Bridge Builder Society is reserved for Betas and Friends of Beta who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans. Nearly 200 Betas and Friends of Beta have made the Beta Foundation beneficiaries of estate gifts such as bequests, life insurance policies, charitable remainder trusts, charitable gift annuities, living revocable trusts, or various retirement plans. For a membership list of The Bridge Builder Society, click here.
If you would like to join The Bridge Builder Society, simply complete the Planned Gift Verification Form and mail it to the Beta Theta Pi Foundation. Below is suggested language when naming the Beta Foundation in your will:
"I give, devise and bequest to the Beta Theta Pi Foundation, 5134 Bonham Road, Oxford, Ohio, 45056 _______% of my estate. The Federal Tax Identification Number of the Beta theta Pi Foundation is 80-0296934."
If you would like sample language to use in your will for other options when benefiting the Beta Foundation, click here. If you would like more information about The Bridge Builder Society, please contact Foundation Director Jonathan Brant, Miami ’75 at 513-523-7591.
The essence of The Bride Builder Society is best summarized by The Bridge Builder poem:
The Bridge Builder
An old man going a lone highway