Gift Planning | NY Masonic Bro. Fund

Gift Planning - Leave a Legacy

When you begin planning for your philanthropic legacy, you search for a cause that is dear to your heart, where you know you can truly make an impact and where your “ultimate gift” will be maintained and multiplied through sound management practices.

The Masonic Brotherhood Fund offers a remarkable philanthropic opportunity to make an impact in the lives of others, now and in the future. There are many details to consider when giving a charitable planned gift, so please consult your attorney and tax advisor before you decide if any method of giving is right for your situation.

To request additional information on planned giving, please contact us.

Planned Giving Options

Wills and Living Trusts

Through a provision in your written and executed will or living trust, you can make a gift to the Masonic Brotherhood Fund in the form of cash, securities or real estate. Consult with your attorney to choose one that best fits your needs and intentions.

Retirement Plans

Designate the Masonic Brotherhood Fund to receive a portion of your retirement fund.

Charitable Gift Annuities

Support the Masonic Brotherhood Fund and receive payments in your retirement years.

Charitable Remainder Trusts

You can take care of yourself and take care of the Masonic Brotherhood Fund by irrevocably transferring assets to a trustee that invests the trust’s assets and pays you and/or other beneficiaries variable annual payments for life and/or a term of years.

Other Planned Giving

Real Estate

Like stock, the fair market value of gifts of appreciated assets can be deducted from your income tax today, allowing you to avoid capital gains and reduce estate taxes in the future. There is also a way to donate your home and live there as long as you’d like.

Life Insurance

Name the Masonic Brotherhood Fund as the beneficiary of an existing life insurance policy or donate an existing, paid-up life insurance policy you no longer need.

Stocks and Bonds

A charitable stock or bond plan can help you achieve your goals for tax savings and even provide additional income.

Qualified Charitable Distributions

If you are 70½ or above, you can donate part or all of your unused retirement assets to the Masonic Brotherhood Fund which may provide tax benefits.