Planned giving strategies can assist you and your family in meeting a wide range of financial objectives. Below are some examples showing how members of the fraternity have used these strategies to their advantage while benefitting one or more of the Masonic Charities.

A Win-Win: Brother John donates appreciated stocks.

Annuities for Income - The Smileys make a contribution.

Donating Real Estate - The Nelsons' rental property.

Meeting many objectives - The Wilsons establish a trust.

Fixed Incomes for Security - How trusts can help the Fishers.

Donate the House, Continue Living in it - Brother Joe learns how.