Planned Giving Orig

Planning a gift to the Michigan Masonic Charitable Foundation or your Lodge Charity Account is a beautiful way to leave a legacy. Whether giving through personal bequest (i.e. will or trust), designating the organization as a beneficiary or setting up a charitable remainder trust, we have multiple options available for you to easily plan your gift.

How do you want to leave a legacy?

Planned Giving Assistance Form

A will, bequest or living trust is an easy and popular way to ensure your charitable legacy has an impact. By leaving a bequest or gift in your will, you retain full control of your property and assets through your entire life, and you have the flexibility to change the terms of your gift in case your life circumstances change simply by updating your will or trust.

To make a bequest, you simply need to include language in your will that direct the portion of your estate or assets you wish to give to us. Your options are remarkably flexible, as you can designate:

  • A fixed amount (such as $10,000)
  • A specific asset (such as held securities, or owned real estate)
  • A percentage of your total estate (such as 20% of your total estate)
  • The remainder of your estate after you have provided for your other beneficiaries
  • And many other arrangements and options are possible as well. You can also designate that your bequest gift be directed to areas of greatest need with unrestricted use, or you can designate your gift to support the program or area that is most important to you.

You can name the Michigan Masonic Charitable Foundation as the beneficiary of your life insurance policy or retirement plans. Its as simple as filling out a form from your insurer or financial advisor.

Designating us as a beneficiary is also flexible–you can designate us as the sole beneficiary or a share among others, and you can change your designations or terms at any time.

If you have a traditional Individual Retirement Account (IRA) and are 70 ½ years old or older, you can make a gift to the Michigan Masonic Charitable Foundation directly from your IRA and take advantage of potential tax benefits in return.

Once you turn 70 ½, the IRS requires you to take a required minimum distribution (RMD) from your IRA, whether you need that income or not. If you do not take your RMD, you are penalized up to 50% of the amount of that RMD; if you do take the distribution, you pay your normal income tax rates on it. However, the IRS allows you to have your IRA pay your RMD, or any amount up to $100,000 to a qualifying charity like the Michigan Masonic Charitable Foundation and you pay no penalties or income taxes on the gift.

A direct rollover from an IRA is an exceptionally flexible way to help support your Masonic family through the MMCF:

  • You can make a charitable rollover gift from an IRA that you have already designated the MMCF as the beneficiary of. Your rollover gift ensures that you maximize your legacy of giving by avoiding taxes or penalties.
  • Although a charitable rollover must come from a traditional IRA, you may be able to convert assets from a pension, profit sharing, or other retirement plan into an IRA to realize the charitable and tax benefits available. You will want to discuss this with your plan administrator, financial advisor or attorney.
  • You may divide your charitable rollovers among any qualifying charitable organizations, as long as the total charitable rollover for the year does not exceed $100,000.
  • If your spouse also has an IRA and is 70 ½ years old or older, he or she can also make a charitable rollover of up to $100,000 from their IRA.

Too often, donors fear they must choose between helping our philanthropic mission and their financial security. One way to have the best of both worlds is by setting up a charitable gift annuity, which will help support the critical programs of Michigan Masons and provide you with a lifetime stream of income.

A charitable gift annuity is an agreement between you and the Michigan Masonic Charitable Foundation. We agree to pay you fixed payments for your life (and/or the life of your chosen beneficiary), which is based on the size of your gift and your age at the time of the gift.

Needing only a modest contribution, a charitable gift annuity can be funded with cash or marketable securities. You qualify for an immediate income tax deduction for the gift (subject to certain limitations).

If you would like a free, no-obligation illustration showing you the benefits you can receive from a Charitable Gift Annuity including potential income tax deduction and annual payments, please fill out this form.

If you are 60 or younger, don’t need payments immediately, or are in a highly compensated position where you regularly max out your retirement contributions, you may want to consider a deferred gift annuity. This type of annuity lets you make a contribution now, but receive payments at a time you specify, such as upon retirement.

The Michigan Masonic Legacy Society is made up of committed individuals who have placed the Michigan Masonic Charitable Foundation in their will or estate plan. The society, created by the Grand Lodge of Free and Accepted Masons of Michigan in 2000, welcomes all Brothers, sisters, and friends of Masonry to participate.

Upon joining the Society, members receive an introductory membership kit that includes a certificate of membership and a lapel pin. In addition, Michigan Masonic Legacy Society members are honored at an annual black-tie dinner where members have the opportunity to meet one another and celebrate their commitment to leaving a personal, lasting impression in a bequest that will help secure the future of Michigan Masons for generations to come.

To date, more than 800 people have made a planned gift commitment to the Foundation, and realized gifts have provided millions of dollars to help empower Michigan Masons to change lives through charity.

Join the Michigan Masonic Legacy Society

We appreciate the work that professional legal and financial advisors do to ensure their clients receive the best care and support. We share the same values of integrity, professionalism and honesty as you do when it comes to helping our donors see, plan and realize their philanthropic goals through the Michigan Masonic Charitable Foundation.

We would be happy to work with you and your clients to find the best charitable arrangements that best meet their financial and estate needs. Gift planning is a collaborative process that involves the donor, our gift planning staff and professional advisors. Please contact us if you need any more information or assistance.

Legal Name: Michigan Masonic Charitable Foundation
Address: 1200 Wright Ave., Alma, MI 48801
Phone: (800) 944-7400
EIN: 38-3266089

f you’ve left a gift to Michigan Masonic Charitable Foundation in your estate plan, you can use this tool to let us know!

It can often be difficult to plan and make sure that your gifts are used in line with your wishes if they are left unknown. But more importantly, we want to say thank you for considering our work as a part of your legacy.

We know that life circumstances can change and you may need to alter or reconsider your gift in the future. That’s all right — reporting your gift today does not obligate you now nor in the future.

Donor Advised Funds (DAFs) are the fastest growing giving method and tax-efficient way to manage charitable donations.  DAF’s allow donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.

If you want to secure a charitable deduction now but designate beneficiaries later, a donor advised fund may work for you.  They can be established with several entities, including community foundations and financial services companies.

Grants made to the Michigan Masonic Charitable Foundation (MMCF) through Donor Advised Funds can be designated for the MMCF to use wherever there is greatest need, the Michigan Masonic Home or your Lodge Charity Account, noting your lodge name and number.

Make a Gift Today

To support these programs and other Masonic initiatives, please consider donating to the Michigan Masonic Charitable Foundation today.

Donate Now

Join the Michigan Masonic Legacy Society

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