When you support California Masonic charities, you are making a profound difference for families and communities throughout the state. Our fraternity champions public education and provides industry-leading care for vulnerable seniors and families. Donating a legacy gift to our Masonic charities changes lives.
Additionally, a legacy gift can help you achieve your personal, financial, and estate planning goals. In some cases, for example, a legacy gift can provide the donor with an income for life as well as a charitable income tax deduction.
The simplest way to make a legacy gift is through a bequest, but there are a variety of giving options available, such as trusts and annuities. The method you choose will depend on your personal circumstances and needs. The information provided here will help you determine the best way to make the most of your gift, both financially and philanthropically. As with all tax and estate planning, please consult your attorney and/or tax advisor for additional advice and expertise.
If you have already included a Masonic charity in your estate plans, please let us know. We will ensure that your intentions are properly carried out and will be pleased to include you as a member of our Cornerstone Society, a group of generous individuals who have named California Masonic charities in their estate plans. Individuals who leave a legacy gift to support our charitable missions establish a lasting commitment to the Masonic tenet of relief.
Please contact us to learn more about supporting California Masonic charities through a legacy gift.