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Giving AssessmentOur Gift CalculatorYou have two choices to when deciding to make a gift. You can give either an outright gift or a planned gift Information on outright gifts. These may include cash or other assets that you wish to donate to a Masonic charity immediately. There are favorable tax advantages - involving both income and capital gains taxes - associated with many outright gifts. Read More Information on planned gifts. These are gifts made over a period of time, and which are designed to meet your specific financial goals while also benefitting a Masonic charity. These goals may include retirement income, transfer of assets to your heirs, or even assisting a family member with college expenses. As with outright gifts, there can be favorable income, capital gains, or estate tax advantages to planned gifts. In the case of some planned gifts, these consequences can be significant. Read More Personal Assets Checklist When deciding to give it is important to make take stock of your personal assests check our Person Assets Checklist for tips. |
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