Revised: June 2, 2018
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
Steve Walton
(Brenda)
Ephrata Lodge No. 1933 (SE)
161 Irene Lane, Ephrata, PA 17522
Phone: (717) 989-2558
Email: sdwalton54@gmail.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.