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Planned Giving Language

Sample Gift Language for your Will or Revocable Living Trust

A gift to Harry-Anna Trust Fund in your will or revocable trust enables you to support our mission and make a difference in the lives of others. A bequest:

  • Is easy to arrange.
  • Will not alter your current lifestyle in any way.
  • Can be easily modified to address your changing needs.

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

“I give and devise to Harry-Anna Trust Fund (Tax ID #59-2825890), located in Umatilla, FL, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).”

Specific Gift Language

Naming Harry-Anna Trust Fund as a beneficiary of a specific amount from your estate is easy:

“I give and devise to Harry-Anna Trust Fund (Tax ID #59-2825890), located in Umatilla, FL, the sum of $___________ (or asset) to be used for its general support (or for the support of a specific fund or program).”

Contingent Gift Language

Harry-Anna Trust Fund or its affiliates can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

“If (insert name) is not living at the time of my demise, I give and devise to Harry-Anna Trust Fund (Tax ID #59-2825890), located in Umatilla, FL, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).”

Retirement Plan Beneficiary Language

You may name Harry-Anna Trust Fund (Tax ID #59-2825890) as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Harry-Anna Trust Fund as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Harry-Anna Trust Fund as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support Harry-Anna Trust Fund free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify Harry-Anna Trust Fund. We can also assist you with the proper language for your beneficiary designation to us.

Louisiana State Legislature Increases New Orleans Hotel Occupancy Tax

The Legislature of the State of Louisiana has acted to increase the New Orleans Hotel Occupancy Tax from 13% to 14.75% effective April 1, 2014. This will affect our convention room rates and they will go from $128.56 to $130.52 per night.

Convention Attendees With ADA Transportation Needs Urged To Contact Grand Lodge

In order for the Grand Lodge to support the transportation needs of attendees with disabilities you are urged to contact the Grand Lodge if you require special assistance. Special coaches capable of kneeling to accommodate wheel chairs will be placed along the routes for those in need. If you require assistance please contact Tina or Jessica at the Grand Lodge as follows:

TinaH@elks.org

JessicaR@elks.org

 

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