Estate Gifts - Heritage Circle

Leaving a legacy for future generations by including DU as a beneficiary in your will or estate plans.

About the Heritage Circle

The Heritage Circle honors living brothers and their families who have chosen to include the Delta Upsilon Educational Foundation as a beneficiary in their will or estate plans. This prestigious society was established in 2000, and our Heritage Circle members have solidified their commitment to Building Better Men for generations to come. Heritage Circle members are honored on a permanent recognition plaque at the Fraternity’s International Headquarters and periodically receive special communication and event invitations.

The most common ways our Heritage Circle members have chosen to benefit the Educational Foundation are explained below, and confirming your membership is as easy as completing the Heritage Circle verification form or completing an Ignite The Charge Campaign Pledge Form and the back Estate Gift section. Estate gifts to the DU Educational Foundation are fully tax-deductible, and our Federal Tax ID Number is: 35-1976226.  



Delta Upsilon’s volunteer Historian, Craig Sowell, Houston ’92, has published an updated 3rd edition of "Revealing the Non-Secrets." This wonderful book covers the history of Delta Upsilon’s founding and highlights the young men who started our brotherhood at Williams College in 1834. The new edition includes updated biographical information and newly discovered details on the final resting places for the last two Founders whose burial locations were previously a mystery.

A limited number of copies of the new edition have been signed by the author and will be given to anyone who joins the Heritage Circle—Delta Upsilon’s estate giving society. Heritage Circle commitments can also help the Fraternity surpass the $6 million goal of the Ignite The Charge Campaign, but new estate gifts must be documented by Aug. 1, 2024.

Most Common Ways to Join the Heritage Circle

Charitable Bequest

Include language in your will or living trust that leaves cash, securities, property or a percentage of your estate to the Delta Upsilon Educational Foundation.

Retirement Plan Beneficiary

Name the Delta Upsilon Educational Foundation as a beneficiary of your 401(k), IRA or other retirement account.

Life Insurance Policy

Name the Delta Upsilon Educational Foundation as the owner and/or beneficiary of a life insurance policy.

“My late father, Carroll T. Cox, Illinois ’34, was a football season ticket holder. I remember going to the Illinois Chapter for Homecoming in the early 1960s when the chapter dressed in coats and ties when alumni were in town. When I went through rush at Illinois years later, I quickly confirmed DU was the place for me. My life has been immeasurably enriched by the lifelong relationships our Brotherhood has forged. I attended law school in San Diego and became involved with the San Diego State Chapter where I have been Secretary of the Alumni Corporation for 30 years. I would not have continued to volunteer my time without the lifelong brotherhood I experienced at the SDSU Chapter. My wife (Anne Kruger) and I firmly believe that Delta Upsilon is an excellent opportunity for young men, and that is why we are honored to be members of the Heritage Circle and contribute to the Fraternity’s future success.”

Kim Cox, Illinois ’76
Heritage Circle Member

Give to the DUEF Today

Will you join us in Building Better Men for a global society? Your support of the DUEF will help provide educational programming, chapter initiatives and scholarships to young men who will soon lead our world.