Bequest Language and Contact Information

Planned Gifts

Donors can support Washington Masonic Charities in a variety of ways, including through the donor’s estate. Including Washington Masonic Charities in one’s estate plan will not only assist donors in reaching and achieving their own philanthropic and charitable giving goals, but it will also allow Washington Masonic Charities to continue its stated mission.

There are many charitable planned giving options available. For example, donors can make a planned gift to Washington Masonic Charities by naming Washington Masonic Charities as a beneficiary of the last will and testament, life insurance policy or retirement plan.

Donors can also name Washington Masonic Charities as a beneficiary of a charitable trust. An attorney or financial advisor can advise donors of the various types of charitable trusts and assist in establishing a trust that is tailored to a donor’s personal needs.

Some of the above-mentioned planned giving strategies may have a greater tax benefit than others. Donors are encouraged to consult with an attorney or financial advisor on which strategy would work best.

Below are examples of specific language developed by the Legal subgroup of the Planned Giving Special Committee that donors may use to name Washington Masonic Charities as a beneficiary of a will, trust, life insurance policy, retirement assets, or other contractual gift.

  1. GIFTS UNDER A WILL

The following language is an example of wording that may be used to name Washington Masonic Charities as a beneficiary of your last will and testament.

You may either make a general or restricted gift to Washington Masonic Charities using a specific dollar amount or as a percentage of your estate.  Currently, Washington Masonic Charities is accepting bequests for the following general and restricted purposes:

  • General Purposes
  • Charity
  • Children’s Programs
  • Library & Museum
  • Scholarships
  • Outreach Services

If you wish to make a restricted gift to Washington Masonic Charities outside of the above listed purposes, please contact us at the phone number or email address above prior to finalizing your gift.

  • GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT:

 

I hereby give, devise and bequeath the sum of _______________________ Dollars ($__________________) to

Washington Masonic Charities, Tax Identification No. (TIN): 91-1663363

PO Box 65830 University Place, WA 98464.

  • GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE:

 

I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to

Washington Masonic Charities, Tax Identification No. (TIN): 91-1663363

PO Box 65830 University Place, WA 98464.

 

  • RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT:

 

I hereby give and bequeath the sum of _______________________ Dollars ($__________________) to

Washington Masonic Charities, Tax Identification No. (TIN): 91-1663363

PO Box 65830 University Place, WA 98464 to be used for */Restricted Purpose. In the event that the */Restricted Purpose Fund of Washington Masonic Charities is not in existence at the time of my death, then I hereby give, devise and bequeath the sum of _______________________ Dollars ($__________________) to Washington Masonic Charities, to be used for general purposes.

 

  • RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE:

 

I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to

Washington Masonic Charities, Tax Identification No. (TIN): 91-1663363

PO Box 65830 University Place, WA 98464 to be used for */Restricted Purpose. In the event that the */Restricted Purpose Fund of Washington Masonic Charities is not in existence at the time of my death, then I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Washington Masonic Charities, to be used for general purposes.

 

 

  1. GIFTS FROM A TRUST

The following language is an example of wording that may be used in the event Washington Masonic Charities is named as a beneficiary of a trust estate. Please keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate.

My Trustee shall distribute ________________ Dollars ($__________________) to

Washington Masonic Charities, Tax Identification No. (TIN): 91-1663363

PO Box 65830 University Place, WA 98464 free and clear of trust, to be used for general purposes.

  1. CONTRACTUAL GIFTS

Washington Masonic Charities may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)). In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:

Washington Masonic Charities, Tax Identification No. (TIN): 91-1663363

PO Box 65830 University Place, WA 98464

 

 

  1. GENERAL INFORMATION

Below please find some general information that may be beneficial to you in finalizing your estate plan.

  • Legal Name: Washington Masonic Charities
  • Incorporation Details:
    1. 501(c)(3) organization, classified as a public charity, exempt from federal income tax.
  • Contact Information

Washington Masonic Charities

PO Box 65830

University Place, WA 98464

(253) 442-2505

Copyright Washington Masonic Charities 2019- PO Box 65830 University Place, WA 98464 - 253.442.2505