You can leave a legacy to the Maine Masonic Charitable Foundation when creating your will, or have your attorney add a codicil to your existing will. There are several different approaches to giving, such as specifying a fixed dollar amount or a designation of residuary estate, which leaves that portion of assets after all gifts are bequeathed and debts paid.
If you would like to include a gift in your estate plans without changing your will, consider making the Foundation the beneficiary of one of these:
A life insurance policy
Your IRA or other retirement plan
A savings account
A stock brokerage account or mutual fund
Simply get in touch with your bank, insurance agent or IRA administrator and ask for a change of beneficiary form (which may be available online).
We are happy to provide you with some sample bequest language:
Sample bequest language for an unrestricted gift:
I give _______[the sum, percentage, or description of property] to the Maine Masonic Charitable Foundation, to be used for its general tax-exempt purposes, but without other restriction as to use.
Sample bequest language for a restricted gift (please contact the Foundation for giving options):
I give ______[the sum, percentage, or description of property] to the Maine Masonic Charitable Foundation, to be used to support ________.
Please contact Susan Scacchi at firstname.lastname@example.org for more information on wills and bequests.
The Maine Masonic Charitable Foundation is a nonprofit public charity designated as tax-exempt under Section 501(c)3 by the Internal Revenue Service. Donations are tax-deductible to the fullest extent permitted by law. Our tax ID is 22-3211042.
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Maine Masonic Charitable Foundation
PO Box 430 1007 Main Road, Holden, Maine 04429
The Maine Masonic Charitable Foundation seeks to provide support for individuals in need, build strong, inclusive communities in Maine and to enrich the lives of all Maine residents.