Planned Giving Decision Guide

You can use this guide to help determine which planned giving strategy best meets your charitable and personal goals. Answering the following questions will guide you to descriptions of the planned giving instruments best suited to your objectives. In some cases, you will see several descriptions, each in its own window.

Overall Goals: What do you wish to accomplish with the contribution you are considering? (select one)

Make an outright gift to the Masonic Charity of your choice.

Secure an income for life for one or two persons

Help pay for the education of a child or grandchild.

Plan for an additional income stream at retirement.

Donate your residence while continuing to live in it.

Transfer assets to your children or heirs.

Provide for the Masonic Charities of my choice in my will.