Giving Options

Ways to Give

• Bequests: Designate a specific dollar amount, percentage of your estate, or residue of your estate to the North Carolina Masonic Foundation in your will or trust. Learn more here.

• Gifts of Retirement Assets: Designate the North Carolina Masonic Foundation as a beneficiary of your retirement plan assets, such as IRA, 401(k), or pension plan.

• Charitable Remainder Trusts: Establish a trust that pays income to your beneficiaries for life or a specified term, with the remainder benefiting the North Carolina Masonic Foundation.

• Charitable Lead Trusts: Create a trust that pays income to the North Carolina Masonic Foundation for a specified term, with the remaining assets passing to your heirs.

• Life Insurance Policies: Name the North Carolina Masonic Foundation as a beneficiary of your life insurance policy, or transfer ownership of a policy to the Foundation.

Benefits of Legacy Giving

• Perpetuate Your Values: Ensure that your commitment to Freemasonry and charitable giving endures beyond your lifetime.

• Leave a Lasting Impact: Support the North Carolina Masonic Foundation’s programs and initiatives that benefit our communities and uphold the principles of Freemasonry.

• Tax Advantages: Receive potential estate tax benefits, including deductions for charitable bequests and reductions in estate tax liabilities.

How to Get Started

We understand that legacy giving is a personal decision, and we are here to assist you every step of the way. To discuss your philanthropic goals, explore giving options, or learn more about legacy giving at the North Carolina Masonic Foundation, please contact us or book a meeting.