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 Giving
a Gift to
the Scottish in a Will
Earl E. Ihle, Jr., 33°
Director of Development
Photo: ©Maxwell MacKenzie,
Washington, D.C.
Bequests are an easy way to give gifts
to support
Scottish Rite charities.
One of the easiest ways to give to the Scottish
Rite Foundation, Southern Jurisdiction, U.S.A., Inc., the House
of the Temple Historic Preservation Foundation, Inc., and/or
your local Scottish Rite Foundation is by making a donation in
a will or living trust—often called a bequest. A bequest
allows a donor to leave a gift to charity without affecting the
donor’s current lifestyle or depriving the donor of funds
he may need in the future. Through an amendment to an existing will, called
a codicil, or in a new will or a living trust, a donor can name
a Scottish
Rite Foundation as the beneficiary of a percentage of his or
her estate or of a specific amount of money or property. State
laws vary in regard to how to do a valid will or codicil, so
we encourage donors to talk to an attorney in their state to
make sure the will or codicil will be valid in that state.
An individual who gives a gift in a will or living
trust to a local or national Scottish Rite Foundation will be
recognized
under the Scottish Rite Donor Recognition
Program. For this recognition, the individual has to sign a pledge agreement
that states that his or her pledge will be fulfilled by a bequest in his or her
will or living trust. If, for example, you make a codicil to your existing will
that gives $10,000 to the Scottish Rite Foundation, Southern Jurisdiction, U.S.A.,
Inc., upon your death, and you sign a pledge agreement that states that your
pledge will be satisfied through your will, you will be honored now as a Patron
under the Donor Recognition Program. Thus, your name will be inscribed in the
Gold Book of Recognition kept at the House of the Temple and will be on a brass
nameplate in the Hall of Recognition at the House of the Temple. Plus, you will
receive a beautiful crystal vase because your gift is to the Scottish Rite Foundation,
Southern Jurisdiction, U.S.A., Inc. All we require is the signed pledge and a
copy of the applicable pages of your will or codicil showing the bequest. This
information will be kept confidential.
Another gift that you can give now without impacting
your current financial position is to designate a local or national
Scottish Rite Foundation as the beneficiary
of a life insurance policy or a 401(k) plan or IRA. As these gifts take place
only after one’s death, they do not reduce one’s current financial
resources. Yet, one has the satisfaction of giving a gift to support the RiteCare
Childhood Language Program, scholar-ships for college, or natural disaster relief.
You also can donate a life insurance policy to your local or national Scottish
Rite Foundation. If you have a whole life policy, for example, you can assign
the policy to a Scottish Rite Foundation and get a charitable deduction for the
assignment. The Foundation becomes both the owner and beneficiary of the policy,
and it is removed from your estate. If you continue to pay the premiums of the
policy, you get a charitable deduction for the amount of the premium payments.
Yet, you do not have to change your current lifestyle to accomplish your goal.
You leave a wonderful legacy to a Scottish Rite Foundation, and you don’t
adversely impact your financial resources. What an intriguing way to give!
A gift of life insurance is also recognized through the Scottish Rite Donor
Recognition
Program.
If you would like to make a pledge or obtain more
information on any of our planned giving ideas, please use the
form below or call Ill. Earl E. Ihle,
Jr., Director
of Development, at 1-866-RITECARE (1-866-748-3227) or Barbara Golden, Director
of Planned Giving, at 1-866-GIVESRF (1-866-448-3773). We will be happy to
help you.
To download a donation form, please click here.
To visit the Mandatory Charitable Solicitation Disclosures
page, click here. To
download a form for a free analysis of a contribution to the Scottish
Rite Foundation Charitable Gift Annuity Program, click here.
If you do not have Adobe® Acrobat® Reader™, you can
download it for free by clicking here.
Please Note: This information is distributed
with the understanding that the authors are not engaged in rendering
legal, accounting, or other professional service. If legal advice
or other expertise is required, the services of a competent professional
should be sought. From: A Declaration of Principles jointly adopted
by a Committee of the American Bar Association and a Committee of
Publishers.
- Our Development Team
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Barbara G. Golden, Esq.,
is the team's Director of Planned Giving. Barbara is
an attorney with experience in tax, corporate, and
commercial real estate law. She managed a non-profit
legal services organization for several years and has
extensive experience in fund-raising, grant writing,
and program operations. Contacts: Tel. 202-777-3163;
Fax 202-884-0183; or call 1-866-GIVESRF (448-3773)
Toll Free; bgolden@srmason-sj.org.
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Earl E. Ihle, Jr., 33°,
is the team's Director of Development. He has been a
member of the Fraternity for 30 years and served in 1978
as Master of Lafayette Lodge, #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. Contacts: Tel.
202-777-3143; Fax 202-884-0183; or call 1-866-RITECARE
(748-3227) Toll Free; eihle@srmason-sj.org.
Dr.Thomas M. Boles, GC,
is the team's Advisor on Philanthropies. A member of
the Los Angeles, San Francisco, and Santa Ana Valleys,
he has worked extensively in fund-raising for children's
programs throughout our Fraternity. Contacts: Tel. 562-691-4227;
Fax 562-691-5327; or call 1-800-SRMASON (776-2766) Toll
Free; tboles@srmason-sj.org. |
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