Planned Giving

phi kappa sigma building


The Mitchell Heritage Society supports the charitable and philanthropic efforts of Phi Kappa Sigma Fraternity. This includes, but is not limited to: 1.) granting scholarships to Phi Kap students enrolled at accredited educational institutions; 2.) providing grants to Phi Kap students and alumni to support costs related to seminar registrations, travel, and other leadership events; 3.) conducting conferences, classes, and other forums that assist in personal and professional development; 4.) supporting the preservation of Phi Kappa Sigma historical documents and memorabilia for future generations; 5.) promoting the common good through inspired philanthropy.”

"For our fraternity to grow, we must nurture and care for the things that we love."

-Reflection from Omega Chapter 1890


The Mitchell Heritage Society as Phi Kappa Sigma Endowment Fund incorporated is a separate legal entity from the fraternity and is a charitable IRS 501(c)(3) organization.

The Mitchell Heritage Society is the official philanthropic partner of the Fraternity replacing the legacy organizations of years past that included the Phi Kappa Sigma Educational Fund and the Phi Kappa Sigma Foundation.


The Mitchell Heritage Society Board of Directors. The board is made up of Alumni volunteers who manage the assets, coordinate giving programs, and annually fund leadership development programs and scholarship opportunities that impact the lives of our collegiate members.

All contributions are acknowledged in writing and all donors are recognized by donor category in the next issue of The Maltese Cross.

All donations are tax-deductible, as the Foundation is recognized as a 501(c)(3) public foundation by the IRS. Our Federal Tax ID # is 83-4400311.

The Mitchell Heritage Society does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.


Dr. Samuel Brown Wylie Mitchell left an enduring legacy by founding Phi Kappa Sigma Fraternity in 1850. You too can leave a legacy and ensure that Phi Kappa Sigma International Fraternity will remain Stellis Aequus Durando - “Equal to the Stars in Endurance”!

Mitchell Society” members are those brothers who have included Phi Kappa Sigma in their estate plans. Through bequests, insurance policies, endowments, charitable gift annuities, and charitable remainder trusts, “Mitchell Society” members understand the importance of ensuring that Phi Kappa Sigma’s educational programs and services are available far into the future. Gifts such as these allow individuals and families to invest in and support Phi Kappa Sigma, guaranteeing its success for future generations.

The Mitchell Heritage Society invites you to become a Mitchell Society member today.


Legacy Gifts are large gifts that make a major and significant impact on the Phi Kappa Sigma experience through the educational scope of the Mitchell Heritage Society. Legacy gifts may be made by individuals, families, or groups of interested donors.

The Mitchell Heritage Society is named to receive either a stated dollar amount, a percentage or the remainder of a donor’s estate.


Planned Gifts are substantial gift to the Mitchell Heritage Society that involve financial or estate planning by the donor. They are creative ways for caring people to support the Mitchell Heritage Society, often resulting in larger gifts to the organization and favorable tax benefits to the donor. Planned gifts may include these:

An irrevocable agreement between a donor and the Mitchell Heritage Society. The donor makes a one-time tax-deductible gift. The Mitchell Heritage Society invests and manages the gift, and pays the donor a fixed annuity for life. Upon death, the remainder goes to the Mitchell Heritage Society to carry out its charitable and educational purposes.

A donor transfers cash or equities irrevocably to a trust, which is invested and man¬aged by the Mitchell Heritage Society. The donor receives fixed or fluctuating income payments for life. Upon the death of the donor or named beneficiaries, the Mitchell Heritage Society receives the remainder of the trust.

Similar to a Charitable Remainder Trust, except that the Mitchell Heritage Society receives income from the trust for a certain number of years, after which the remainder is paid to beneficiaries named by the donor.

A donor transfers cash or appreciated securities irrevocably. Much like a mutual fund, inter¬est and dividend income are paid annually to the donor and/or beneficiaries; upon their deaths, the remainder is distrib¬uted to the Mitchell Heritage Society.

A donor names the Mitchell Heritage Society as a beneficiary of a policy or gives a fully paid policy to it. Donors enjoy the leverage of making a major charitable gift at a fraction of the face value of the policy.


Legacy Gifts and Planned Gifts may be made to support the general fund of the Mitchell Heritage Society to be allocated by the Board of Directors. Legacy and Planned Gifts may also be directed to support a specific purpose or project, subject to the approval of the Mitchell Heritage Society, meaning the purpose or project must be supportive of the mission of the the Phi Kappa Sigma Fraternity and the Mitchell Heritage Society. Some examples of earmarks might include:

  • Scholarships memorialize or honor a Brother
  • Scholarships for a specific recipient base
  • Endowment of an educational program
    • Phi Kappa Sigma Male College
    • Men of Honor
    • Operation Skills Institute
    • Key Sessions Regional Leadership Conferences
    • Grand Chapter Educational Sessions
    • Risk Management Seminars
  • Endowment of Educational Consultant positions on the Fraternity staff


Permanently endowed funds may be established and named in accordance with the donor’s wishes. Endowments may also be created with smaller gifts that the donor pledges to increase, over a period of time.

An endowment is an investment account that produces income. The income from the endowment can be restricted to support a specific scholarship, chapter, program or service, or unrestricted to support areas in need. Only the income from this fund is used while the principle of the account is preserved. An endowment can be established in honor or memory of an individual or family.

Below is a list of Phi Kappa Sigma’s current programs, a brief explanation, cost, and endowment amount. The minimum size gift to establish an endowment is $15,000. For more information about a specific program and the positive impact it has on ours, please contact Phi Kappa Sigma International Headquarters.

Grand Chapter is Phi Kappa Sigma’s biannual democratic Chapter Convention that has been held since 1869. As part of Grand Chapter, educational sessions are offered to members and alumni providing opportunities to learn a variety of chapter operations best practices and critical life skills.

Program Cost = $120,000 every two years
Endowment Opportunity = $1.2 Million

Men of Honor Leadership Institute is an experiential value-based leadership development program where participants learn principle centered leadership and how to create positive change. Men of Honor is held at an indoor retreat center annually.

Program Cost = $40,000 annually
Endowment Opportunity = $800,000

Operations Skills Institute is held biannually to provide an intensive program in leadership skills and chapter operations. CSI is held at an outdoor retreat center every summer in the years that a Grand Chapter event is not held.

Program Cost = $30,000
Endowment Opportunity = $600,000

Key Sessions are a series of leadership workshops that link chapter operations, core values, and Phi Kappa Sigma goals and objectives in order to improve chapter programming and member experiences

Program Cost = $10,000 annually / $2,500 per Key Session
Endowment Opportunity = $200,000 / $50,000 per Key Session

The Scepter Mentorship Program matches undergraduate mentees with alumni mentors based on common areas of interest and uses a professional personality assessment called The Birkman Method ®. The Birkman Method ® helps guide the mentor as he facilitates the program which helps the mentee gain self-awareness, learn critical life skills, set personal and professional goals, and create action plans to achieve those goals.

Program Cost = $5,000 annually
Endowment Opportunity = $100,000

Scholarships are awarded annually to those who apply through need-based and/or participation-based applications. The scholarships are used to help pay any educational expenses including but not limited to tuition, fees, books, supplies, etc. of the deserving brother awarded the scholarship.

Program Cost = $100,000 annually / $250 (minimum) for individual scholarship
Endowment Opportunity = $2 Million/ $15,000 (minimum) for individually named scholarship

Educational Consultants serve as an information and support resource for members and travel to chapters to teach them various operational and leadership skills. In addition, Educational Consultants are experts in recruitment and assist with expansion and recruitment efforts to help grow the membership of chapters and the Fraternity as a whole.

Program Cost = $42,500 per year per consultant
Endowment Opportunity = $850,000 per year per consultant

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The Endowment Opportunity= figures above are based on a 5% annual return.


The Phi Kappa Sigma Founders Circle was created in order to recognize those who have made significant donations to the Phi Kappa Sigma Foundation. Founder’s Circle Members are comprised of any member or alumnus who has donated at least $10,000 in their lifetime either by a one-time gift or over multiple gifts.

Listed below are those Phi Kappa Sigma alumni who have contributed to this level to be included in the Founders Circle. Those brothers that have generously given to the Founders Circle in their lifetime or as memorials are recognized in the Legacy Circle. If you believe you or your loved one has contributed $10,000 or more over your lifetime and are not listed below, please contact Executive Director of Phi Kappa Sigma International Fraternity. We wish to recognize all who have achieved this elite distinction.


Christopher T. Benis
Beta Psi Chapter
Washington State 1984

Lonny Boeke
Gamma Gamma Chapter
Carthage College 2000

Allan M. Cameron
Beta Gamma Chapter
Denver 1962

Duncan H. Cocroft
Alpha Chapter
Pennsylvania 1965

Douglas L. Cox
Alpha Chapter
Pennsylvania 1968

John J. Curley
Epsilon Chapter
Dickinson College 1960

David B. du Pont
Alpha Chapter
Pennsylvania 1967

John L. Finlayson
Zeta Chapter
Franklin & Marshall 1964

Reynold R. Hagel
Alpha Upsilon Chapter
Washington 1980

Joseph B. Moidl
Alpha Theta Chapter
Wisconsin 1994

Peter J. Nichols
Alpha Upsilon Chapter
Washington 1980

Douglas W. Opicka
Alpha Epsilon Chapter
Illinois Tech 1997

Neil J. Principe
Alpha Rho Chapter
Cornell 1967

Timothy A. Schug
Alpha Epsilon Chapter
Illinois Tech 2007

Ronald W. Siggs
Alpha Upsilon Chapter
Washington 1982

Hamilton F. “Toby” Smith
Phi Chapter
Richmond ’83

Ronald C. Stephens
Alpha Psi Chapter
UCLA 1963

Benjamin F. Taylor
Rho Chapter
Illinois 1999

phi kappa sigma chapter eternal seal


Donald Craib
Alpha Psi Chapter
UCLA 1949

Charles Fazio
Alpha Chi Chapter
Ohio State 1949

Robert C. Forney
Alpha Xi Chapter
Purdue 1948

Ghery D. Pettit
Alpha Lambda Chapter
UC Berkeley 1946

Boyd Lee Spahr III
Epsilon Chapter
Dickinson College 1963

David C. Spraker
Alpha Theta Chapter
Wisconsin 1951

Roderick Williams
Alpha Upsilon Chapter
Washington 1961

We also wish to thank the following groups who have donated to the Foundation:

  • Alpha Epsilon Chapter, Illinois Tech Housing Corporation
  • Alpha Psi Chapter, UCLA Housing Corporation
  • James R. Favor, LLC