More and more people are taking advantage of the many gift-planning options available today. These include bequests by will, revocable trusts, gift annuities, pooled income funds, charitable trusts, gifts of securities and real estate, endowment giving, and other possibilities.

Some gifts can be made to benefit the charity now (current gifts) and others can be made now to benefit the charity later (deferred gifts). Some gift arrangements are revocable (you can change your mind); others are irrevocable.

A planned gift usually requires more thought than a quick check written against monthly income. These gifts often come out of estate assets. You have to consider the impact of your gift on your overall financial condition. Can you afford a sizable gift at this time, or should you make it later by will? What is the best way to make this gift? Do you need temporary or life-time income from your gift arrangement? What are the tax implications?

Careful planning can actually make a good gift better. Consider these potential benefits of planning your gift:

Maximize the size of your gift.

Obtain life income from your gift.

Optimize the tax-related benefits.

Tailor your gift to a specific need.

Protect yourself from hasty decisions.

Increase your personal satisfaction.

Help For You

Masonic Homes wants to help you make a good gift better. The Development Office staff can assist you in finding the best gift plan for your needs. They will explain the various options and provide helpful tailor-made illustrations. They will be sensitive to your financial needs and objectives, and will protect your confidentiality.

For further information about charitable gift planning, complete and mail the response form below. Or call Masonic Homes Development office at (717)367-1121, ext. 33311 or 1-800-599-6454. There is never any obligation.