Planned Giving_____

Benefits

  • A bequest is a gift to HATF at your passing, generally through a provision in your will or living trust.

  • It may be revoked at any time during your lifetime if your situation changes.


Did You Know?

  • You can complete a Change of Beneficiary form to name HATF as a beneficiary of your retirement plan, bank account, brokerage account, or life insurance policy.

  • A bequest might not be received by HATF for many years — so there’s a delay in funding the gifted purpose. As a result, restrictions placed on the use of your gift should be as minimal as possible, providing HATF with maximum flexibility, as priorities and programs change over time.

  • For suggested gift and bequest language, please visit https://floridaelks.org/giving/bequest-language or call Harry-Anna Trust Fund / Florida State Elks at 800-523-1673.

 

Planned Giving

Harry-Anna Trust Fund

Address

Florida State Elks Association, Inc.
P.O. Box 49
Umatilla, FL 32784

Email

info@floridaelks.org

Phone

1(800) 523-1673

Disclaimer: The Florida Elks Charitable Trust Fund (Harry-Anna Trust Fund) is not engaged in legal or tax advisory service. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.