Thomas M. Boles, 33°, G.C. Director of Development 1761 East Woodcrest Avenue La Habra, California 90631-3260 Tel . 562-691-4227; Fax 562-691-5327

Earl E. Ihle, Jr., 33° Director of Major Gifts 1733 Sixteenth St., Washington, DC 20009–3103 Tel. 202-232-3579, Ext. 143, Fax 202-387-1843 Or call 800-486-3331, Ext. 143 council@srmason-sj.org

The latest addition to our "store of happiness" is the Scottish Rite Foundation Charitable Gift Annuity Program. A charitable gift annuity is an agreement between a qualified charity and an individual. You can make a wonderful contribution to a charity while benefiting from lifetime payments, professional management of assets, and tax savings. The Scottish Rite Foundation, Southern Jurisdiction, is offering this attractive charitable gift annuity program to members and friends. We will be able to offer this program in most states. Please contact our Development Office at 1–800–486–3331, ext. 143, to see if we can establish a charitable gift annuity in your state.

The Scottish Rite Foundation Charitable Gift Annuity Program will pay a fixed income for the life of one or two people. The minimum contribution to the Scottish Rite Foundation Charitable Gift Annuity Program is $5,000. The Scottish Rite Donor Recognition Program will recognize your charitable gift annuity. Contributors of $10,000 or more will have a bronze nameplate placed on the appropriate panel in the Hall of Recognition located in the House of the Temple.

We hope you will consider the new Scottish Rite Foundation Charitable Gift Annuity Program. It is straightforward and consists of a simple legal agreement between the Scottish Rite Foundation, Southern Jurisdiction, and an individual. The individual transfers cash or securities to the Scottish Rite Foundation, and the donor receives fixed quarterly payments for the rest of his or her lifetime. An additional lifetime beneficiary may be added, if desired. If a donor uses appreciated securities, he or she may be able to avoid the tax on a portion of the capital gain in the security. A donor may give a low-yielding asset to increase his or her income, since a charitable gift annuity may have a higher yield and be taxed more favorably. The income stream is based on the age of the people receiving the lifetime payments. (See chart below.) A part of this quarterly lifetime income stream is a tax-free return of principal.

Charitable Gift Annuity Rates–Single Life (Effective 7/1/99)  Age  Rate 50 5.8% 55 6.1% 60 6.6% 65 7.0% 70 7.5% 75 8.2% 80 9.2% 85 10.5% 90 12.0%

Please call our Development Office for a detailed analysis of the Scottish Rite Foundation Charitable Gift Annuity Program. It is our sincere wish to accomplish the best results for our donors. This new program is in addition to the recent offer of a free Comprehensive Estate and Financial Review, the Scottish Rite Foundation Pooled Income Funds, and the availability of our network of estate attorneys and financial consultants.

Once again, our Scottish Rite Donor Recognition Program is growing, and we want to thank all the Brethren and our friends for supporting our Scottish Rite Foundations so we can continue to serve America's children.

The information to the right is for illustrative purposes only. Please contact us at 1–800–486–3331 ext. 143 for rates for two persons if desired and other benefits to you. We always recommend that you discuss your plans with your professional advisors before making any financial decisions.

Ill. Thomas M. Boles, 33°, G.C. (left in photo) has worked extensively in fund-raising for children's programs throughout our Fraternity. For more information on planned giving, call Bro. Tom at 562–691–4227 (Fax 562–691–5327) or the Scottish Rite Foundation, Southern Jurisdiction, U.S.A., at 202–232–3579, ext. 143. Ill. Earl E. Ihle, Jr., 33°, is our development team's Director of Major Gifts. He has been a member of the Fraternity for 25 years and served in 1978 as Master of Lafayette Lodge, No. 111, Baltimore, Maryland. He is also a member of Boumi Shrine Temple in Baltimore, the York Rite, and a dual member of the Scottish Rite Valleys of Baltimore and Washington, D.C. You can reach Bro. Ihle toll free at 1–800–486–3331, ext. 143.