Revised: September 27, 2014

 

PENNSYLVANIA ELKS

STATE ASSOCIATION

legacy

LEGACY TRUST FUND COMMITTEE

 

Chairman: Margie Brouse (Kevin)

Danville Lodge No. 754 (NE)

202 Elysburg Rd, Danville PA 17821

570-854-2436

 

Vice Chairman: Herbert Nasoni (Orla)

Reynoldsville Lodge No. 519 (WC)
171 William Penn Ave, Dubois PA 15801

814-375-0313 cell: 814-653-8481

 

Edward P Lavalle (Georgia)

Ridgway Lodge No. 872 (NW)

7720 Laurel Hill Rd, Ridgway PA 15853

814-772-6668

 

John P Braun (Sheila)

Meadville Lodge No. 219 (NW)

25952 Guy Rd, Guys Mills PA 16327

814-333-9566

 

Denison D McElheny

West Shore Lodge No. 2257 (SC)

822 E Marion St, Lancaster PA 17602

717-940-2020

 

William Newell (Jean)

Ephrata Lodge No. 1933 (SE)

447 Howard Ave, Ephrata PA 17522

717-733-3518

 

Stanley J Welsh (Mary Ellen)

Monongahela Lodge No. 455 (SW)

10 Trolley Ln, Monongahela PA 15063

724-258-5655

 

Laura Scotty

Oakmont Lodge No. 1668 (W)

1711 S Canal St, Pittsburgh PA 15215

412-784-8807

 

LEGACY TRUST FUND DONATION FORM

 

"WE CARE!"

Did you know that "$20.00 for 5 years equals 100%"
For our Pennsylvania Elks Lodges?


20 FOR 5 = 100

THIS IS HOW OUR LEGACY TRUST WORKS ---

--- AND WHY IT IS SO VITAL TO THE ELKS, AND TO ALL PENNSYLVANIANS!

Just what could Pennsylvania youngsters developmental disabilities and the equation "20 for 5 = 100" possibly have in common?

The answer is easy because it's a human equation, and the children mentioned are our Pennsylvania Elks Home Service clients, while the "20" is $20.00, the size of the annual individual donation that will insure the future of our unique program. The "for 5" is for the five years it takes to complete the $100.00 Pledge --- or you can simply send the $100.00 --- or more, if it is no burden on your finances. And the "100" stands for 100%.

That's one of the best things about the "20 for 5" Program; EVERY PENNY --- that's 100% of your donation, is deposited in the Pennsylvania Elks Legacy Trust Fund, where every one of your hard-earned dollars, again that's 100%, will still be working to help one of your neighbors long after the donor is gone!

As an Elk, you simply can't leave any better legacy than THAT --- every dollar you gave continuing to earn money FOREVER!

The "20 for 5" donation program is an integral part of the Legacy Trust Fund, and the Legacy Trust Fund is vital to the continued operation of the Pennsylvania Elks Home Service Nurse Program by creating a permanent source of operating capital. And all it requires is your $20.00 donation each year for a period of five years to make it work.

As we mentioned, the Pennsylvania Elks Legacy Trust Fund plan has one thing that few charitable contributions can boast of: an ironclad GUARANTEE that EVERY cent you donate is going to keep working for us, with the entire amount becoming a permanent part of the principal. As such this money -- that's YOUR generous donation -- will continue to work year after year after year to bring in ever-increasing dividends,

Here's how this simple system works: Every bit of that donation you make to the Pennsylvania Elks Legacy Trust Fund is placed in a skillfully administered investment portfolio, and this gives your donation dollars the power, in concert with others, to earn the maximum return. BUT, only the dividends this fund earns are removed and placed into the Home Service Nurses Program, never one cent of the principal. Right now the interest earnings are close to $35,000 annually!

Thus, it is this infusion of money that will eventually allow dedicated Elk members like YOU to see the day when much, maybe even all of the money needed for the program, will come without additional per capita donation requests. And in a society where we have a dwindling number of new members in just about all organizations, this becomes even more important.

So, instead of us asking your for a prohibitive sum like $100.00, we now offer you the option of sending a $20.00 donation each year for a five year period --- and when it's completed we'll send you a nice lapel pin, and a certificate that shows that you are a proud contributor in this Pennsylvania Elks vital "plan for the future."

There is no merchandise to purchase --- no merchandise to return --- no reminders to mail your donation --- AND, you and your Lodge will BOTH get credit for every penny of the money you donate to the Pennsylvania Elks Legacy Trust Fund.

An individual Elk, or a PER Association, or a Ladies Auxiliary ... any group at all, can now make their donation as a MEMORIAL to someone, or to remember deceased members or in HONOR of a person or an organization -- let your imagination give you more ideas!

We've even made the giving part as easy as we can: simply send in the information requested at the bottom of the page, along with your donation, payable to the Pennsylvania Elks Legacy Trust Fund, to "The Pennsylvania Elks State Association", P.O. Box 1255, Somerset, PA 15501-1255.

Please make sure your Lodge Number and Membership Number appear on the memo area of the check. And when you complete the $100.00 Pledge you can wear your Legacy Trust Fund pin proudly!

YOU CAN PROVIDE A LASTING GIFT
OF HOPE AND INDEPENDENCE
TO PERSONS WITH DISABILITIES!
HERE'S HOW.....

 

DIRECT GIFTS

Cash gifts are probably the simplest and most common method of supporting the Legacy Trust Fund. These gifts may be given by individuals, Past Exalted Rulers Associations, Past District Deputies Associations, Elks Auxiliaries, or any other organization.

HONOR OR MEMORIAL GIFTS

One special way to honor a family member, a friend or an Elk, is to make a gift in honor of him or her. Memorial gifts can be given as a lasting remembrance of those loved ones no longer with us. A gift can be given in any amount, and Certificates are available for this purpose.

GIFTS OF PROPERTY OR STOCKS

Appreciated stocks is an excellent way to support the Legacy Trust Fund. You can gain maximum tax benefits, deduct full market value and also avoid Capital Gains tax.
Personal property or real estate are personal possessions that can provide an increase to the Legacy Trust Fund.
Tax deductions vary on how the gift is made.
Legal advise may be required on real estate property. An appraisal on personal property is required.

GIFTS BY BEQUEST

Bequests, frequently referred to as legacies, provide substantial estate tax benefits. This is an important way to support the Legacy Trust Fund. The bequest in a will can be expressed in terms of either a specific amount or a percentage of the residual. Bequests in any amount are acceptable from any source.
One of the goals of the Legacy Trust Fund is to have every Pennsylvania Elk include in his will a bequest to the Legacy Trust Fund as a beneficiary. It should be remembered that this bequest costs the individual nothing and it provides a continuous donation to the Home Service Program.

INSURANCE

Insurance policies no longer needed can be transferred to the Legacy Trust Fund and named as irrevocable owner or beneficiary. The cash surrender value provides an immediate tax deduction.


Home Service Webpage

 

Pennsylvania Elks Webpage