Brian and Susannah Malison
Tampa ’94

 

"We wanted our planned giving to reflect the beneficiaries that have made an impact on us," Malison says.

Brian Malison, Tampa ’94, and his wife Susannah, are members of Phi Delta Theta’s Living Bond Society, recognizing their decision to include the Phi Delta Theta Foundation as a beneficiary in their estate plan. “We wanted our planned giving to reflect the beneficiaries that have made an impact on us,” Malison says.

An investment manager and financial consultant, Malison understands the importance of planned giving. The investment he’s making in Phi Delta Theta is indicative of his positive experience as a member. “The leadership positions I held not only created a skill set that I use in my business today, but the Fraternity created lifelong friendships that are very significant to both my personal and business life. It is an important part of who I am and how I turned out, so I want to give back,” he explains.

Malison has always believed in the importance of giving, even right out of school and later with a young family.  “The Fraternity is important enough to me to always carve out a small percentage and make sure I give back annually,” he says. 

Malison never expected to join a fraternity in college, but once he did, he began to take on leadership roles. As chapter president, he established an action plan to grow the chapter in membership, academics, financial health, campus leadership and reputation. Working together, chapter members accomplished their goals, and the following year they won the Kansas City Trophy.

Malison relates the lifelong nature of Fraternity membership, “You take the skills you learned and you use them forever. They aren’t going to become obsolete. The friendships and relationships you build aren’t just for four years. All that you gained doesn’t just stop when you graduate. That personal bond with Fraternity brothers is very important. And that bond is forever.”