Revised: June 28, 2020
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: 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
Diane
Usoff
Harrisburg Lodge 12 (SC)
511 Cattel St., Middletown, PA 17057
Phone: (717) 979-4260
Email: diane.dvmmom@gmail.com
Sherry
Wallison
Lock Haven Lodge No. 182 (NC)
Po Box 237, Lock Haven, Pa. 17745
Phone: (570) 660-0248
Email: sherri.walason@aol.com
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
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.
THE
ONLINE PROGRAM (IGIVE, AMAZON PRIME)
The Online 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.
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.