Our first “T” is treasure.
Gifts That Create a Lasting Legacy
Remembering the Masonic Care Community in Your Estate Plans
Did you ever realize that you can make a lasting impact at the Masonic Care Community through a variety of estate plan gifts? Often referred to as "planned gifts," these opportunities allow you to create a lasting legacy representing your lifelong values and aspirations while planning for your own future as well as that of your loved ones. How is this possible? By reviewing the various gift planning options with us and your financial advisor, we can find the estate plan gift that meets your immediate and future financial needs. We can also create an opportunity for you to influence the lives of those who call the Masonic Care Community home for generations to come.
What to Give
Each of these assets offers different advantages, such as tax benefits and ease of transfer.
- Stocks, Bonds, Mutual Funds
- Real Estate
- Tangible Personal Property (art, jewelry)
- Life Insurance Policy
- Retirement Plan Assets and/or IRAs
How to Give
Different giving vehicles offer a variety of advantages, including gift, income, estate and capital gains tax benefits, which can maximize the benefits to your family and the Masonic Care Community.
Deferred or Life-Income Gifts
- Gift Annuity
- Life Insurance
- Retirement Plan Assets
It is suggested that the following testamentary wording is suitable when considering making a donation to the Masonic Care Community:
“I give and bequeath the sum of ………………….. dollars to the MASONIC CARE COMMUNITY, a New York, not-for-profit corporation, having its principal office at 2150 Bleecker Street, Utica, NY 13501 for any of the purposes for which it was established.”
While the language given above is suitable and proper for most situations, it is strongly suggested and recommended that an attorney be consulted to give counsel in the drafting of a Will or Trust Agreement. Specific circumstances can and may well require the use of somewhat different terminology and the attorney and counselor may suggest changes to fit different individual circumstances.
The is a 501(c)(3) nonprofit institution recognized by the IRS as a public charity. Our Federal Tax ID is 13-5563012.
For more information about joining the Pote Legacy Society and/or remembering the Masonic Care Community in your estate plans, please contact Victoria Cataldo, Director of Philanthropy, at 315 798 4703 or firstname.lastname@example.org.