Planned Giving_____

Harry-Anna Investment Fund is proud to welcome its legacy supporters. They are eligible for membership in the Florida Elks Legacy Society. Membership is one way the HAIF is able to thank you during your lifetime for your planned gift.

If you have already provided for a planned gift to Harry-Anna Investment Fund, please contact us to join the Florida Elks Legacy Society. Here are some ways to become eligible for
membership:

  • Include a bequest for HAIF in your will or living trust.
  • Name HAIF as a beneficiary of a life insurance policy or retirement account. 
  • Establish a charitable gift annuity at HAIF.
  • Name HAIF as the beneficiary of a charitable remainder trust or charitable lead trust. 
  • Deed your home or other residential property to HAIF while retaining a life estate.

 

Planned Giving

Harry-Anna Investment 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 Investment 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.