Volume LIIIMay 2006Number 2

Giving Back to Our Donors

When you give money or stock ($5,000 minimum) for a charitable gift annuity with any of the Masonic Charities of the Grand Lodge of Pennsylvania, including the Masonic Villages, the Pennsylvania Masonic Youth Foundation, The Masonic Library and Museum of Pennsylvania and the Masonic Charities Fund, we give you back annual payments for the rest of your life. Too good to be true? Seems like it, but true nonetheless. And many of our friends are taking advantage of this opportunity.

Here's how it works:

Bro. and Mrs. Jones give $20,000 to their favorite Masonic Charity in exchange for a charitable gift annuity. The annuity agreement obligates the Masonic Charity to pay them a set amount every year either monthly, quarterly, semi-annually or annually. The amount they receive is determined by their ages.

Since Bro. and Mrs. Jones are both 79 years old when they establish their annuity, their annuity rate is 6.8 percent. This means they will receive a fixed amount every year of $1,360. And these payments will continue to the survivor for life even after one of them is gone.

Why do the Masonic Charities provide gift annuities? To help our donors who want to make larger gifts, but can't afford to reduce their cash flow. Also, it helps our donors who are planning a bequest to make their gift now so they can take advantage of the welcome federal income tax benefits resulting from the charitable deduction. And for older donors, a gift annuity with one of the Masonic Charities may actually provide a larger payout from the asset(s) they donate than they might otherwise receive.

For additional information about how a gift annuity might benefit you, in complete confidence and at no cost or obligation, simply complete and return the response coupon to the Office of Gift Planning, or telephone to speak with one of our Office of Gift Planning staff members in the geographic region nearest you:

Central Pennsylvania
(717) 367-1121, ext. 33460
or (800) 599-6454
Western Pennsylvania
(412) 741-1400, ext. 3011
or (866) 872-0664
Eastern Pennsylvania
(610) 825-6100, ext. 1348
(800) 599-6454
The official registration and financial information for any of the Masonic Charities may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, (800) 732-0999. Registration does not imply endorsement. All contributions are tax-deductible to the extent allowed by law.
Consider the Following
Sample Payment Rates*:
656.0%60 & 655.5%
706.5%65 & 705.7%
757.1%70 & 756.1%
808.0%75 & 806.6%
859.5%80 & 857.3%
90+11.3%85 & 908.4%
*Rates recommended by the American Council on Gift Annuities, effective July 1, 2004. Two-life rates are less due to added life expectancy.

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