Planned Giving_____

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

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

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

 

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.