Revised: January 9, 2019
PENNSYLVANIA
ELKS
STATE
ASSOCIATION
What
is the Legacy Trust Fund?
The
Pennsylvania Elks Legacy Trust Fund was established to help support the Home
Service Program. All funds collected stay
in Pennsylvania to aid Pennsylvanians with developmental conditions. Only the interest from our principal
investment is used to support the Home Service Program and the principal stays
in the investment account.
A
gift or bequest can be considered a perpetual gift, which is an annual gift
that goes on giving forever.
LEGACY
TRUST FUND COMMITTEE
Chairman:
Laura L. Scotty
Oakmont Lodge No. 1668 (W)
1711 S. Canal St., Pittsburgh, PA 15215
Phone: (412) 784-8807
Email: ll_scotty@yahoo.com
Vice
Chairman: John Weber (Nicole)
Wilkins Lodge No. 577 (M-WC)
169 Kingsdale Rd.,
Pittsburgh, PA 15221
Phone: (412) 389-5760
Email: jweber2000@aol.com
Patrice DeStefano
(James)
Bridgeport
Lodge No. 714 (SE)
521 Nutt Road, Phoenixville, PA 19460
Phone: (484) 363-7549
Email: redsgem24@aol.com
Margie Brouse (Kevin)
Ashland Lodge No. 384 (NE)
668 Elysburg Rd, Danville PA 17821
Phone: (570) 854-2436
Email: margieanelk@yahoo.com
Rebecca
McCullough, (Mark)
Canonsburg Lodge No. 846 (SW)
684 Washington Rd., Prosperity, PA 15329
Phone: (724) 627-8589
Email: sbmc@windstream.net
Edward
P. Lavalle, (Georgia)
Ridgeway Lodge No. 872 (NW E)
7720 Laurel Mill Rd, Ridgway PA 15853
Phone: (814) 335-2432
Email: royalinnpa@comcast.net
Leslie
D. Owens
Erie Lodge #67 (NW W)
2611 W. 23rd. St., Erie, PA 16506
Phone: (814) 528-2155
Email: lesoelks@gmail.com
Denison
D. McElheny
West Shore Lodge 2257 (SC)
622 E. Marion St., Lancaster, PA 17602
Phone: (717) 940-2020
Email: ddmcelhe@lghealth.org
Denise
Zelznick
Bellefonte Lodge No. 1094 (NC)
151 Honeybee Lane, Centre Hall, PA 16628
Phone: (814) 359-2153
Email: dmz2@comcast.net
LEGACY TRUST FUND DONATION FORM
"WE CARE!"
Legacy Trust Donation
Methods
DIRECT GIFTS
Cash gifts are probably the simplest and most Common method
of supporting the Legacy Trust Fund. These gifts may be given by:
· An individual
· Past Exalted Rulers Associations
· Past District Deputies Associations
· Elks Auxiliaries
· Any other organization
20 FOR 5 PROGRAM
The “20 for 5 Program” provides an Elk the opportunity
to give $20 each year for 5 years to make a total donation of $100. Use the
form provided on the website.
THE IGIVE PROGRAM
The iGive Program provides a
way for members who shop on the internet to give a portion of the cost of their
purchases without any additional cost to the member. It’s easy to sign up at
igive.com and get the iGive button on you site. Just
choose Pennsylvania Elks Legacy Trust Fund as your charity to support.
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 to
remember those loved one no longer with us. A gift can be given in any amount.
Certifications are available to be presented to a family member. Use the form
provided on the website.
GIFTS OF PROPERTY OR
STOCKS
Appreciated stocks are an excellent way to support the
Legacy Trust Fund. You can gain maximum value and also avoid Capital Gains Tax.
Tax deductions vary according to how the gift is made.
Legal advice may be required regarding donation of
real estate property. An appraisal of 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 that are no longer needed can be
transferred to the Legacy Trust Fund to be named as irrevocable owner or
beneficiary. The case surrender value provides an immediate tax deduction.
Ask the Lodge Legacy Trust Chairman for information
about any of these programs.