Planned Giving

Bequests - Some members believe that giving to Moose Charities through their will is only for the very wealthy. However, this is not the case. Members of any means, in all walks of life, leave money to important causes in this way. This is a relatively easy way to continue support, through your estate plan, of the important programs offered at Mooseheart and Moosehaven.

Moose Charities Bequest Builder (PDF)
A three-step process to build a bequest and leave a legacy benefiting Mooseheart, Moosehaven, or the Endowment Fund

Charitable Gift Annuities – In exchange for a gift of cash or property, Moose Charities agrees to make fixed payments for the life of a donor (and perhaps their spouse).  This option is suitable for older donors who have cash or appreciated property that produces little or no income. 

Charitable Trusts

Charitable Remainder Trust
A Charitable Remainder Trust is a life income gift that pays income to you and/or other beneficiaries for a term of years or until your passing. When the trust terminates, Moose Charities receives the remainder of the trust.

Charitable Lead Trust

A Charitable Lead Trust is a gift that makes annual contributions to Moose Charities for a term of years. The property then passes to your heirs with substantial tax savings. You can safeguard your estate for your heirs while you help support Mooseheart and Moosehaven.

Life Estate Reserved – Moose Charities accepts a gift of property, either a personal residence or farm, and the donor retains the right to use the property for his or her lifetime.

Bargain Sale – Moose Charities purchases property for less than the fair market value or accepts a gift of mortgaged property.

Employer Matching Gifts

Double or Triple the Value of Your Gift With Employer Matching Dollars!

If a company with a matching gift program employs you, or your spouse, you may be able to double or even triple the value of your gift – at no cost to you.
Moose Charities, Inc. is a public charity, recognized by the United State Internal Revenue Service as a qualified 501(c) (3) nonprofit organization. Many employers will match employee donations on this fact alone.
Many employers match gifts to support “social service organizations.” Mooseheart and Moosehaven both perform broad social service functions that can qualify for employer matching dollars. Employers may also match gifts to various types of school operations. Mooseheart is formally known as “Mooseheart Child City and School” and operates as a school for children from Kindergarten through 12th grade.

It’s Easy to Do…

Simply ask your Human Resources representative for the proper matching gift form. Let them know that Moose Charities is a qualified 501(c) (3) nonprofit organization.
Compete the form. (Usually all that is required is your name, address, and the amount of your gift.)

Send the form to Moose Charities following your gift (or include it in the same envelope with your gift). Mail it to: Moose Charities, 155 S. International Drive, Mooseheart, IL 60539-1100.

Moose Charities will take care of the rest! 

How Do Moose Charities, Mooseheart, and Moosehaven Qualify for Matching Gifts?

The following is some of the more detailed information that should help you and your company determine if your gift can be matched:

Moose Charities, Inc. (Federal I.D. #36-3993740) is a charitable corporation organized and existing pursuant to the laws of the State of Illinois, with principal offices at Mooseheart, Illinois. It is recognized by the U.S. Internal Revenue Service as a qualified 501(c)(3) public charity under section 509(a)(1) and 170 (b) (1) (A) (vi).

The primary mission of Moose Charities is to support two other charitable organizations. Both are recognized by the U.S. Internal Revenue Service as qualified 501(c)(3) public charities and are fully accredited for their particular purposes:

• Mooseheart Child City and School, Inc., a home and school for children ages pre-school through high school (Federal I.D. #36-3993735) organized and existing pursuant to the laws of the State of Illinois, with principal offices at Mooseheart, Illinois. IRS Section 509(a)(1) and 170 (b)(1)(A)(ii)

• Moosehaven, a home and care facility for seniors (Federal I.D. #59-3268779) organized and existing pursuant to the laws of the State of Florida, with principal offices at Orange Park, Florida. IRS Section 509(a)(2)

MATCHING GIFT COMPANIES

Moose Charities has received matching gifts from the companies listed below. You or your spouse may work for, or have retired from a company that will match a charitable donation. If you do not see your company listed below please take a moment to contact your personnel department and ask them if your company is on board with the matching gift program. Your efforts may be well worth it. We appreciate your time and your support.

Abbott Laboratories Fund
AES Duck Creek
Allstate Giving Program c/o United Way
AON Foundation
Aspect Global Employee Giving Program
BAE Systems
Bank of America Foundation
BD
Bell South
Boeing
CNA Foundation
Duke Energy Foundation
Dustin Construction
EC III
First Data Merchant Services Corporation
Grainger
Greater Twin Cities United Way
GTE Matching Contributions to Education Program
IBM Corporation
Illinois Tool Works Foundation
Kemper Insurance Companies
Leo Burnett Co.
Liz Claiborne
McDonald Douglas
McDonald’s Corporation
Minerals Technologies, Inc.
Nestle Purina PetCare Company
Pfizer, Inc.
Phillip Morris
Quad/Graphics Community Fund
State Farm Companies Foundation
The Black & Decker Corporation
The Blount Foundation
The Chase Manhattan Foundation
The J. P. Morgan Chase Foundation Matching Gift Program
The John D. and Catherine T. MacArthur Foundation
The Toro Foundation
Tootsie Roll Industries
U S West Foundation
United Way of Tri-State (Pitney Bowes)
W. W. Grainger
Wal-Mart Foundation
Washington Mutual Foundation
Xcel Energy Foundation

Gift - Pledge Form

Your gift to Moose Charities, a 501(c)(3) nonprofit organization is tax deductible up to the limit established by the IRS.  Moose Charities will send you a proper thank you letter and tax receipt once your gift is received at Moose Charities.

Click to print a Moose Charities Gift Form

Appreciated Securities

Giving appreciated securities is an easy way to make a gift to Moose Charities.  It is always a preferred strategy to give appreciated securities directly to Moose Charities rather than selling them and donating the proceeds of that sale.

Appreciated Stock

Gifts of marketable stocks or mutual fund shares that have increased in value can create an immediate income tax deduction for a donor based on the assets’ current value.  There are no capital gains taxes on a gift of this type.