Charitable Gift Annuities from Any of the Masonic Charities Provide...

During this festive Holiday Season, we in the Office of Gift Planning extend sincere best wishes to you and your loved ones. We also invite you to explore, in complete confidence and at no cost or obligation, how a Charitable Gift Annuity with your favorite Masonic Charity might benefit you. Simply complete and return the accompanying response coupon or call to speak with one of our Gift Planning officers in the region nearest you. Since non-cash gifts can take longer to complete than gifts of cash, consider getting an early start in the gift planning process if you are considering funding an annuity with appreciated stock.

Sample Gift Annuity Payment Rates*:

*Rates recommended by the American Council on Gift Annuities, effective July 1, 2004. Two-life rates are less due to added life expectancy.

Fixed Payments - Every check is the same
Appealing Payments - The rates are very attractive
Lifetime Payments - They last as long as you do
Partially tax-free payments - They continue for your life expectancy
Dependable payments backed by the assets of the Masonic Charity issuing the annuity
Welcome Federal Income Tax savings resulting from the gift portion of the annuity, provided you itemize your return
Favorable treatment of any Capital Gains Tax liability when funded by appreciated stock that you have owned for at least a year and a day
A satisfying opportunity to realize important personal and charitable goals

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

Out-of-State
(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.

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