Together we make a profound difference

100% Officer Giving

Square up your year-end accounting

Encourage year-end giving

Your December checklist

For your Trestleboard

Find it on freemason.org

Question of the month

 

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100% Officer Giving

This fraternal year, 60 lodges achieved 100% officer giving, demonstrating their commitment to Masonic charity. Destiny Lodge No. 856, which just received its constitution in 2014, was one of them. Fallbrook Lodge No. 317, established in 1894 (along with the town’s first public school), was too. They share their tactics and takeaways.

Master Asher Cordes explains for Destiny Lodge. Assistant Secretary Anthony McLean explains for Fallbrook Lodge.

The incentive

  • Destiny Lodge: This is the second year we’ve achieved 100% officer giving. A big motivation is the Master and Wardens Retreats. There’s a booth listing all the lodges with 100% officer giving. We see that, and we want to compete. If they can do it, we can, too.
  • Fallbrook Lodge: For the past several years, our pedestal officers and past masters have held ongoing meetings to work on long-term goals for the lodge. Charity is a primary focus, and that includes giving to the Annual Fund. This is our fourth year achieving 100% officer giving.

The ask

  • Destiny Lodge: All it took was asking. I announced the goal, and the next thing I knew, we achieved it. It was great to see how willing the brothers were. This year’s 100% officer giving certificate will go up on the wall next to last year’s – it’s a challenge to the next master.
  • Fallbrook Lodge: Year round, we send reminders to donate via our lodge app and Trestleboard. We discuss the California Masonic Foundation’s charitable programs, such as Raising A Reader and the Masonic Homes, so that brothers can give in a way that feels meaningful. When we announced the goal for 100% officer giving, we discussed the various ways to make a donation, and passed the hat for those who wanted to give then and there.

Other charitable efforts

  • Destiny Lodge: We have strong relationships with our neighbors on the campus of the Masonic Home at Covina: the Home, Masonic Outreach Services (MOS), the Masonic Center for Youth and Families, and the Children’s Advocacy Center (CAC). We’re a sponsor of Masonic Family SummerFest, have cohosted a Constitutional Observance event with MOS, and recently volunteered at an event benefiting the CAC. This year in particular, many of our brothers gave generously to help fraternal family afflicted by natural disasters. We also support our local Masonic youth orders.
  • Fallbrook Lodge: The lodge has a line item in the budget to show the importance of giving. We are active with local schools and the Chamber of Commerce, including donating for the bands that participate in the town Christmas parade, presenting Teacher of the Year awards, giving annual scholarships for high school graduates, and hosting first responder lunches. We’ve also been big supporters of Masons4Mitts. Our team captain once threatened to sing "Take Me Out to the Ball Game" unless we raised a certain amount. It worked. These are all fun, bonding experiences for the lodge.

Final thoughts

  • Destiny Lodge: Giving is what Masons do – it always has been. The fraternity was built on the charitable impulses of brothers who came before us.
  • Fallbrook Lodge: Charity is the physical culmination of all our teachings. Brotherly love, relief, and truth are easy words to say, but when we give of our personal time and resources, we show the world that we’ve become better men.

Contact: Asher Cordes, Destiny Lodge

Contact: Anothony McLean, Fallbrook Lodge

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Square up your year-end accounting

As the lodge and hall accounting year comes to a close, make sure your lodge’s and hall’s reporting is on track.

Lodge and Hall annual financial report
This important report is due to your lodge in February 2018 and to Grand Lodge by March 15:

    Please make sure to record all 2017 financial transactions and reconcile your bank accounts.

    Using Intacct? Lodges that use Intacct do not need to submit the report to Grand Lodge. Financial Services will post and store the report in your lodge’s Vault in the Member Center. To ensure accuracy, make sure that your Intacct account is up to date. If you need assistance updating financial records in Intacct, contact Financial Services at (415) 292-9170 or financialservices@freemason.org.

Lodge and Hall tax filing requirements for employees
If your lodge or hall has employees, you must file the following tax forms on or before January 31:

  • IRS for 941 (unless IRS has approved an annual filing of Form 944, also due Jan. 31)
  • IRS form 940 – federal unemployment
  • IRS form W2 – due to employee
  • IRS form W3 and copy of W2
  • State form DE9/DE9C and DE88 (deposit form). If the Personal Income Tax payable to the state is $350 or more, the lodge should pay the tax due on or before January 2, 2018.
  • Using Intacct or the Grand Lodge payroll system? Financial Services will complete your payroll forms 940, 944, W2, and W3. They will send a separate email with instructions on how to generate the other payroll forms from the Grand Lodge payroll system.

Lodge and Hall tax filing requirements for independent contractors
If your lodge or hall has independent contractors, you must file the following tax forms on or before January 31:

  • IRS form 1000-MISC – due to employees
  • IRS form 1086 – File with forms 1099-MISC and send to IRS
  • Using Intacct? Contact Financial Services for assistance in generating the 1096 and 1099 reports from Intacct.

Tax-Exempt Returns
Annual Tax-Exempt returns (IRS form 990; State/FTB form 199) are due on May 15. We will send a dedicated communication prior to this deadline.

Questions or concerns? Contact Grand Lodge Financial Services at (415) 292-9170 or financialservices@freemason.org.

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Encourage year-end giving

A priority of the 2020 Fraternity Plan is to have a positive impact on society, and our Let’s Write the Future campaign is a big part of how we’re making a difference. By supporting the campaign, your members make a difference for fraternal family and public education.

This December, remind members that their gifts are tax deductible. There’s still time to get tax credit for 2017 – as long as donations are in before the end of the calendar year.

At stated meeting

  • Ask several lodge leaders, including past masters and current pedestal officers, to make a brief statement about why they give.
  • Ask a member of your lodge’s Outreach Committee (or your Lodge Outreach Program trainer, if you have one) to talk about the importance of Masonic Assistance, which runs on Annual Fund donations.
  • Use this Masonic Outreach Services testimonial to show the impact of member gifts, or share a testimonial from the lodge’s own outreach work (with the permission of any individuals involved).
  • Invite a Masonic Assistance representative to the lodge to talk about support services that rely on member donations.
  • Invite a member of the fraternity’s Public Schools Advisory Council to talk about the importance of Raising A Reader and Investment in Success scholarships.

Throughout the month

  • Use the lodge app, email, text, and social media to encourage donations and direct members to freemason.org/give.
  • Encourage members to donate during meetings directly from their smartphones.
  • Prominently link to freemason.org/give on your lodge’s website and social media profiles.
  • Masters: Share a personal message via email asking for Annual Fund donations, including a note about why you give.

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Your December checklist

Stay on track of lodge business and prepare for important deadlines. Here’s your December checklist:

Executive Committee

  • Hold installation of officers, or continuing preparing for installation
  • Meet with the inspector to review your plan for the year
  • Register for a 2018 Secretary & Treasurer Retreat
  • Register for a 2018 Master & Wardens Retreat
  • Encourage your members to save the date for the UCLA International Conference on Freemasonry on April 7. The theme is “Secular Enlightenment: Balancing Faith and Masonic Virtues.”
  • Share with your members the dates and topic for the 2018 California Masonic Symposium: This year’s theme will be “California’s Masonic Pioneers” and it will take place Saturday, June 9, in San Francisco and Sunday, June 10, in Long Beach. View more details at freemason.org/symposium.

Senior Warden / Incoming Master, along with Executive Committee

  • Present 2018 calendar and program plan to the lodge, or finalize it for presenting in January.
  • Prepare 2018 budget to present to the lodge in January.
  • Ensure that all committee assignments have been determined. After installation as master, confirm Audit, Charity, and Membership Retention Committee appointments.
  • Review all candidates’ progress towards advancement.

Secretary

  • Continue sending out dues notices and collecting member dues.
  • Begin preparing secretary’s annual report to present to the lodge in February.

Treasurer

  • Begin preparing treasurer's annual report to present to the lodge in February.

Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

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For your Trestleboard

Outreach can be as simple as keeping your eyes open and finding everyday ways to help. In the case of one brother from Scotland and a member of Barstow Boron Lodge No. 682, it was an outpouring of compassion during an unthinkable time. Use this story to inspire your lodge’s outreach efforts.

This month:
Beyond Obligation: Barstow Boron Lodge No. 682
Acacia Creek: Finding Success at Every Age!

Share in your Trestleboard.

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Find it on freemason.org

Support California Masonry and its causes.

To make a gift to the Annual Fund, visit freemason.org/give.

  • Secure and mobile-friendly – so you can make a gift right from your smartphone
  • Choose to make a monthly, quarterly, or one-time only gift
  • Specify if you would like your gift to be directed to Masonic relief, support of California public schools, or split between the two
  • Create an account to keep track of your donations and receipts

For information on bequests and legacy gifts, visit Legacy Giving & Charitable Gift Planning.

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Question of the month

Last month we asked how your lodge encourages member giving. Of those that responded:

41% - Meeting announcements
32% - Trestleboard reminders
27% - Officers set an example with 100% Officer Giving
23% - Lodge app reminders
18% - Email reminders
14% - Link to freemason.org donation site
5% - Text reminders

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