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Benefits include (1) Gifts of long-term appreciated securities are deductible up to 30% of adjusted gross income with a five-year carry-over for any “excess” deduction amounts; (2) Partial or complete avoidance of capital gains tax and; (3) Life income gifts can convert market uncertainty to guaranteed stable income.

Each person’s financial circumstance is unique. We highly recommend consulting your own financial professional before making any type of securities gift.

Click here to view our Securities brochure.

For further information on how you can make a gift of tangible personal property to any one of the Masonic Charities, contact us!

You can request a Loyalty Club form via the contact page and we’ll be glad to get you started!

*Giving clubs are based on unrestricted annual giving during the current year (except for planned gifts) that benefits all Masonic Charity programs / funds. Previous year annual fund giving will define your qualified current year giving level. Giving clubs and all membership levels and benefits subject to change.

With your support, children in need are provided with academic, social and recreational opportunities. Most importantly, they are given a second chance at life. Purchase items through the Masonic Children’s Home Giving Catalog to ensure the daily needs of our children continue to be met!

With your help, residents are provided with unique opportunities to experience joy, continue lifelong interests and feel dignified as they age and receive care. Purchase items through the Masonic Villages Giving Catalog to ensure the daily needs of our residents continue to be met!

We recommend that you or your legal advisor contact the Office of Gift Planning to obtain the appropriate legal language you plan to use in your will or trust document. Out of appreciation to donors considering a bequest to Masonic Charities, our licensed staff attorney may offer complimentary assistance in providing a general overview of your plans and advise you on how to prepare for a meeting with your own attorney. To request assistance, please contact us using the button at the bottom of the page.

Your will is a written document that directs your assets to the people and causes you care about, executed in accordance with the formalities required by state law.

A revocable living trust can hold a majority of your assets during your lifetime, and it directs where the trust assets go later. This document can become the instrument by which your assets are distributed at your death, in essence acting like a will. Plus, assets in a living trust bypass the probate process.

To view our “Leaving a Legacy of Love” brochure, please click here

A CGA may be structured as either a one-life gift annuity, in which you or your designated beneficiary receive the income for life; or, as a two-life gift annuity that provides income to you and another beneficiary, such as your spouse.

How much do CGAs pay?

CGAs pay donors at rates set by the American Council on Gift Annuities. The rates are usually very attractive compared to many other income sources, but are less than commercial annuities (hence the “charitable” nature of the transaction). The older you are, the higher the annuity rate you will receive. Historically, rates have ranged approximately from 4% to 9%. Rates are fixed for life, and depend on the age of the donor(s) at the time of the gift.

Is there a minimum amount or age?

For Masonic Charities, there is a $5,000 minimum contribution. There is no maximum, and donors have completed CGAs in excess of $1 million. The minimum age for a single beneficiary is 60, and for a couple, ages 60 or older.

How can I fund a Charitable Gift Annuity?

A CGA may be established using cash or appreciated securities. If you use securities, you may considerably reduce your capital gains tax liability.

Are there any tax benefits?

You are entitled to claim a charitable deduction on your income taxes in the year you establish a CGA. The amount of your deduction is the present value of the charitable portion of your gift, determined by your age(s) and the federal discount rate in effect at the time you make your gift.

Who can benefit from a CGA?

Usually the donor(s) themselves are the beneficiaries. However donors can choose to benefit another person(s), such as a family member(s). Up to two people can be beneficiaries.

For more information…

For a confidential illustration showing potential income and tax benefits from a CGA, please contact us.

Deferred Charitable Gift Annuities

Like a regular CGA, a deferred CGA will pay you, you and your spouse, or another individual you designate a fixed income on a future date which the donor chooses. The longer the delay between the creation of the deferred CGA and the start of payments, the larger the income tax charitable deduction resulting from the gift and the higher the annuity rate. Deferred CGAs can supplement IRAs, 401(k)s, 403(b)s or Keogh plans. And, if you donate appreciated securities, you may be able to reduce your capital gains tax liability, as well.

Click here to read our CRT brochure.

We will be happy to discuss with you and your advisors the type of planned gift that may best help you accomplish your goals, based upon your individual circumstances. For more detailed information about Charitable Remainder Trusts, please contact us.

We recommend that you consult with your legal and financial advisors when considering establishing a Charitable Lead Trust. To learn more about making these trusts, please contact us.

Gifts of real estate are subject to specific policy guidelines. If you are considering a gift of real estate, either outright or through your estate plans, you should consult with your legal and financial advisors. We will be happy to work with you and your advisors to complete this gift. Donations of real estate must be approved by the Masonic Charities prior to transfer.