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Fundraising Programs Masonic Charity Foundation of New Jersey Christopher S. Abbott, CFP ® Director of Development.

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Presentation on theme: "Fundraising Programs Masonic Charity Foundation of New Jersey Christopher S. Abbott, CFP ® Director of Development."— Presentation transcript:

1 Fundraising Programs Masonic Charity Foundation of New Jersey Christopher S. Abbott, CFP ® Director of Development

2 Masonic Charity Foundation of NJ Established in 1937 Not-for-profit organization Section 501(c)(3) under the US tax code

3 Donations to the Foundation Are used to provide care for the 517 residents of our Masonic Home May be restricted to the Permanent Fund or for a specific purpose; or, put to immediate use May be deducted as charitable contributions

4 Your donations are used wisely! During 2011, Brethren and friends contributed a total of $8.3 million in cash and formal pledges to the Foundation fundraising expenses amounted to just under 1% of the Masonic Home’s overall operating budget. In return for every 5 cents spent on fundraising efforts, the Foundation secured $1 to benefit the residents of our Home.

5 Specific fundraising programs focus in three areas: Annual and major giving; Corporate and foundation support; Planned giving.

6 Annual Giving

7 Annual giving programs: Grand Master’s Appeal Memorial Giving Program Sustaining Donor Program GoodSearch/Goodshop

8 Grand Master’s Appeal Annual appeal that begins in May and ends in the following April. Direct mail solicitation sent to all Brethren and friends. Donations may be made in cash, by check, by credit card, or through a direct debit from a checking/savings account.

9 Grand Master’s Appeal Components

10 Memorial Giving Program Gifts can be made in memory of a loved one. The family of the individual memorialized in notified of the donor’s kindness. Gifts can also be made in honor of an important individual/organization.

11 Sustaining Donor Program Donors can elect to have a recurring charge made to their credit card; Or, they may elect a recurring direct debit from their checking/savings account. All gifts are receipted – either by or through US mail. Doing so saves costs of solicitation and a mailbox full of mail.

12 GoodSearch and GoodShop By using the GoodSearch search engine, as well as by purchasing items online through GoodShop, a small donation comes to the Foundation. Simply log on to GoodSearch.com, and follow the instructions.

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14 Major Giving

15 Major giving programs: Commemorative Brick Program Vehicle Donation Program Donor Item Program

16 Larger outright donations are considered major gifts. Usually amounting to $3,000 or more. The Foundation can accept any asset as a donation: cash, stocks and bonds, life insurance proceeds, real estate.

17 Commemorative Brick Program This program allows donors to make gifts in honor/memory of an individual/organization. The brick becomes part of the walkway in the Masonic Home’s Memorial Garden.

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19 Vehicle Donation Program Dial 1 (888) 71-MASON to make arrangements to donate your car to the Masonic Charity Foundation. It’s fast, easy and hassle free. Information needed: make, model, year, V.I.N., and a clear title. There are no costs for the donor. Accept all varieties of vehicles: cars, trucks, boats, motor homes. Donations may be made from any state. Vehicles of every condition are accepted. Donors receive a tax deductible receipt.

20 Donor Items Throughout our Masonic Home are items which may be dedicated in honor/memory of an organization/person. A brass plaque is mounted near the item to recognize the donor/honoree.

21 Masonic Home of New Jersey Rooms and Items Available For Dedication Your Masonic Home strives to maintain a state-of-the-art environment for the residents: All 339 beds in the Medical Center have been converted into single bedrooms with private baths. Private Room with Bath - $3,000 Tub Room - $5,000 New, decentralized dining areas have replaced tray delivery of meals. Bistro Kitchen - $7,500 Bistro Dining - $15,000 Corridor circulation now leads to focal destination spaces. Parlor - $3,000 Reading Alcove - $4,000 Activity and Nourishment Area - $7,500 Lobby - $35,000 Large Family Lounge with Fireplace - $15,000 New, secure all-season porches and patios provide all residents outdoor access. Exterior Lighting - $4,000 Landscaping - $20,000 Six bed nursing units have been reorganized into nine bed units. Electronic Record-keeping Equipment and Armoire - $1,500 Nursing Administration - $4,000 Special Care Unit Access Monitoring System - $5,000 Wireless Call System (Audio/Paging System) - $7,500 Hallway circulation is now uncluttered because of convenient clean, soiled and general storage areas. Utility Room - $500 Public Restroom - $1,000

22 Corporate and Foundation Giving

23 Corporate Giving Corporate sponsorship may be made for general operating support, or for a specific purpose. Many planning opportunities exist to encourage giving from closely-held businesses. Many large corporations will match charitable gifts made by their employers.

24 Foundation Giving The Foundation actively pursues funding from other public and private Foundation, the United Way, the state and federal governments, private trusts and donor advised funds. In 2011, funding from these sources totaled over $500,000.

25 Planned Giving

26 Planned giving programs: Life-income plans: charitable gift annuity program; charitable remainder trust program. Bequest programs.

27 Charitable Gift Annuity Program Donors irrevocably transfer funds of $5,000 or more to the Foundation. In return, the Foundation pays them fixed income through their lifetime. The rate of return is based on the donor’s age when the annuity is opened. At the end of the term, all remaining funds are used for charitable purposes at the Home. The donor is entitled to immediate tax benefits; and, a portion of their income will be tax free. Options include: Single-life or double-life annuities; immediate-payment or deferred-payment annuities.

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29 Charitable Remainder Trust Program Donors irrevocably transfer funds of $75,000 or more to the Foundation. In return, the Foundation pays either fixed or variable income to them / other beneficiaries. The rate of return is based on income and tax planning considerations. The income continues for either the donor’s lifetime or a defined number of years. At the end of the term, remaining funds are used for charitable purposes caring for our Home’s residents. The trust may be funded immediately or in the future as part of the donor’s estate plan. Such trusts are an important planning tool that may be incorporated into sizeable estates.

30 Bequest Programs Simply be remembering the Foundation in their Wills, donors can do much to benefit the residents. A number of estate planning resources are available to donors through the Foundation’s estate planning service.

31 Estate Planning Service The Foundation stands ready to assist those brethren and friends who wish to remember the residents in their Wills. Through our program, brethren meet with a Certified Financial Planner to assist with the planning phase of the process. Then we forward the plan to an estate planning attorney who prepares the documents, reviews them and is present when they are signed. There is no out-of-pocket cost for our service. We ask that brethren remember the residents in the Wills. The amount is entirely up to each individual. Foundation staff can also perform a number of other estate planning functions.

32 Masonic Charity Foundation Staff Chris Abbott – Director of Development Susan Comegys – Trusts & Estates Manager Sue Klersey – Development Coordinator Shirley Koenig – Planned Giving Coordinator

33 Contact Information Masonic Charity Foundation of NJ 902 Jacksonville Road Burlington, NJ (609) (800)


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