By placing assets in an annuity or trust, donors receive the income with the Foundation being the ultimate beneficiary. These life income plans allow donors to avoid significant capital gains and estate taxes while keeping the Phi Mu Foundation in a positive growth direction.

Phi Mu Foundation recommends that a certified financial planner or attorney be consulted when donors contemplate bequests, annuities or trusts.

With the decision to make a planned gift, donors become members of the Fidelity Society. Established in 1992, the Fidelity Society recognizes those donors who make a planned gift to Phi Mu Foundation through a bequest from a will, life insurance policy, an annuity or a trust. Members of the Fidelity Society are recognized at Foundation gatherings, in Foundation publications and receive several forms of communication throughout the year.
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