Revised: May 7, 2021
PENNSYLVANIA
ELKS
STATE
ASSOCIATION
What is the Legacy Trust Fund?
The Pennsylvania Elks Legacy Trust Fund
was established to 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: Sherri Wallison
Lock Haven Lodge No. 182 (NC)
Po Box 237, Lock
Haven, Pa. 17745
Phone:
(570) 660-0248
Email: sherri.walason@aol.com
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 Rd., Phoenixville, PA 19460
Phone: (610) 935-2785
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
Alan
(Tom) Olzer, (Carol)
Washington Lodge No. 776 (SW)
606 East Beau St., Washington, PA 15301
Phone: (724) 747-8386
Email: tomcarololzer@comcast.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
Scott
Welsh
West Shore Lodge 2257 (SC)
115 Sherman St., Enola, PA 17025
Phone: (717) 514-4523
Email: mailto:scottwelsh38@verizon.net
LEGACY TRUST FUND DONATION FORM
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
THE ONLINE PROGRAM (IGIVE, AMAZON PRIME, PAYPAL
ACCOUNTS)
Paypal allows you to give using your personal paypal account.
At your home page click on the “More” button in the
upper right corner. Select “donate to a cause.” On the next screen type in
“Pennsylvania Elks Major Project Legacy Account.” The next screen will bring up
your choices for making your donation and allow you to submit your donation.
IGive: The Online Shopping 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.
Amazon Prime customers may also choose to give to
Pennsylvania Elks Legacy Trust Fund by selecting the fund as their charity.
SILVER, BRONZE AND GOLD PROGRAM
This provides an opportunity to give in increments
over a period of years or as a one times gift. Use the form provided on the
website when making your donation
$20 each year for 5 years or $100 receives a silver
pin upon completion
$50 each year for 10 years or $500 receives a bronze
pin upon completion.
$100 each year for 10 years or $1,000 receives a Gold
Pin upon completion.
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.
"WE CARE!"