 As a supporter of Moose Charities efforts for the children of Mooseheart and the senior members of Moosehaven, you
have demonstrated your personal commitment to their future wellbeing.
Many people want to leave a lasting legacy that reflects their values. While you may not be able to give today, you can still leave a legacy through your will or estate plan.
It may surprise you to know that many plans have additional benefits -
- Provide you with lifetime income
- Significantly reduce your income tax
- Increase the inheritance you give to love ones
- Reduce or eliminate capital gains taxes
We encourage you to discuss your estate plans with an attorney or financial advisor since Moose Charities and its representatives do not provide legal or financial advice.
Contact us by email (request@moosecharities.org), call
(630) 966-2200, or fax (630) 966-2248 your request.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
www.MooseCharities.org
Planned Giving Bequests
You can ensure that your intentions of helping the children in need and our senior members are fulfilled by designating Moose Charities as a beneficiary in your will, trust, life insurance, retirement plan or charitable annuity.
During your lifetime your assets remain in your control and you may modify your bequest at any time. Moose Charities will direct your gift to whatever purposes you bequest.
A bequest can deliver a specific gift amount to Moose Charities or a percentage of the balance remaining.
You can designate that a particular program or activity benefit from your bequest. Or you can make your gift unrestricted and allow it to be used as needed at the time.
For more information email us (request@moosecharities.org) or contact us by phone
(630) 966-2200 or fax (630) 966-2248.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
Life Income Trusts
Several types of trusts exist that enable you to make a significant gift to Moose Charities. Read how you can receive immediate income tax deductions, income for yourself or designated beneficiaries.
A Charitable Remainder Annuity Trust makes fixed annual payments to you or beneficiaries you name. Fund the trust by transferring cash, securities or other appreciated property. You will receive an immediate income tax deduction for a portion of your contribution. When the trust terminates, the remainder is distributed to Moose Charities.
A Charitable Remainder Unitrust pays a percentage of the value of its principal, re-valued annually, to you or the designated beneficiaries. Like the Charitable Remainder Annuity Trust, cash, securities or other appreciated property are used to fund the trust. You will receive an immediate income tax credit for a portion of your contribution. You can make additional gifts to the trust and qualify for additional tax deductions. When the trust terminates, Moose Charities receives the remainder.
A Charitable Lead Trust makes annual payments to Moose Charities for a term of years. When the trust terminates, the remaining principal passes to your heirs. The trust is funded through your contribution of cash, securities and other appreciated assets. All appreciation in the trust passes to your heirs with substantial tax savings.
For more information email us (request@moosecharities.org) or contact us by phone
(630) 966-2200 or fax (630) 966-2248. Moose Charities will assist you or your financial advisor in strict confidence.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
Charitable Annuity
Establish a Charitable Gift Annuity and you will have the satisfaction of knowing that your gift benefits you now and Moose Charities later.
Moose Charities will pay you a lifetime income, and part of the income you receive is tax-free. You will also receive an immediate tax deduction for a portion of your initial gift. When the contract ends, the balance remaining passes to Moose Charities.
For more information email us (request@moosecharities.org) or contact us by phone
(630) 966-2200 or fax (630) 966-2248. Moose Charities will assist you or your financial advisor in strict confidence.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
Life Insurance
You can make a significant gift to Moose Charities for the benefit of children in need and our senior members. If you want to include Moose Charities in your estate plan quickly, it is easily done. Simply contact your life insurance agent for a beneficiary designation form and name Moose Charities as the owner and beneficiary of your policy.
With a traditional policy, each year you make a donation to Moose Charities equal to the premium payment. These contributions not only offset the premium cost but also may be taken as income tax deductions. When the policy matures, the proceeds will be paid to Moose Charities.
When you transfer ownership of a paid-up life insurance policy, you receive an immediate income tax deduction for the surrender value at the time that you transfer ownership. When Moose Charities chooses to cash in the policy, your donation will immediately benefit the children in need and our senior members.
For more information email us (request@moosecharities.org) or contact us by phone
(630) 966-2200 or fax (630) 966-2248. Moose Charities will assist you or your financial advisor in strict confidence.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
Securities
If you own appreciated stock that is paying little if any income, consider transferring it to Moose Charities. You will receive both a gift credit and an immediate income tax deduction for the fair market value on the date of transfer. You are also exempt from paying capital gains taxes.
When making a gift of securities, consult your financial advisor or attorney. When you are ready, please phone (630) 966-2200 for transfer instructions.
For more information,
email us (request@moosecharities.org) or contact us by phone
(630) 966-2200 or fax (630) 966-2248. Moose Charities will assist you or your financial advisor in strict confidence.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
Retirement Plans
If left to your heirs, your retirement plan will incur income taxes – in fact, your retirement plan may very well be the highest taxed asset in your estate. You can leave fewer tax-vulnerable assets for your heirs by making Moose Charities the full or partial beneficiary.
During your lifetime, you can make withdrawals from your plan, change the beneficiary at any time, and designate more than one beneficiary. Once it is no longer needed, your donation from your retirement plan passes tax-free to Moose Charities.
For more information email us (request@moosecharities.org) or contact us by phone
(630) 966-2200 or fax (630) 966-2248. Moose Charities will assist you or your financial advisor in strict confidence.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
Defending Circle Society
Moose Charities created a special recognition program called the Defending Circle Society to acknowledge individuals and couples who include Moose Charities in their estate plans.
For more information email us (request@moosecharities.org) or contact us by phone
(630) 966-2200 or fax (630) 966-2248. Moose Charities will assist you or your financial advisor in strict confidence.
Moose Charities
55 S. International Drive
Mooseheart, IL 60539-1100
Moose Charities Bequest Builder
STEP 1 - (begin with this phrase)
I give to Moose Charities, Inc., a charitable corporation (Federal Tax I.D.# 36-3993740) organized and existing pursuant to the laws of the State of Illinois, with principal offices located at Mooseheart, Illinois, for _____________________(Step 2) _____________________ (Step 3).
STEP 2 - (select the fund you wish to benefit)
- Mooseheart/Moosehaven Endowment Fund
- Mooseheart Endowment Fund
- Moosehaven Endowment Fund
- Other (please call Moose Charities for additional information)
STEP 3 - (select the type of bequest)
Unrestricted General Legacy
the sum of _________________dollars $______________ for its general purposes.
Gift for Specific Purpose
the sum of ______________ dollars ($________), the net income there from shall be used for (state purpose). If, in the future, it is the opinion of the corporate officers that all or part of the income of this gift cannot be usefully applied to such purpose, the corporate officers may use the same for any purpose that they deem will most nearly accomplish my wishes.
Amount of Gift Dependent on Size of Estate
the sum of ___________dollars ($_________), or _____________ percent of my adjusted gross estate as finally determined for federal estate tax purposes, whichever is the lesser.
Specific Legacy
the following specific assets (for instance - securities, real estate interests such as residence or land, tangible personal property including art, coin and stamp collections, antiques, etc).
Gift of Residuary Estate
the residue of the property owned by me at my death, real and personal and wherever situated.
Contingent Gift of Residuary Estate
my residuary estate for its general purposes (including property owned by me at my death, real and personal and wherever situated), if my spouse, _______________ (spouse’s name), does not survive me.
In witness whereof, I have hereunto set my hand and seal this ________ day of _______(month) _______ (year).
___________________________________ (Seal)
Signed, sealed, and published by the testator (testatrix) in the presence of each of us, and at the same time declared and acknowledged by him (her) to be a Codicil to his (her) Last Will and Testament, and thereupon we, at the request of the said testator (testatrix) and in his (her) presence and in the presence of each other, have hereunto subscribed our names as witnesses thereof.
1._______________________________ Witness Signature
2._______________________________ Witness Signature
3._______________________________ Witness Signature
Please note: The general information provided here or by any representative of Moose Charities is not presented as specific financial, legal, or tax advise for any individual. Consultation with your own professional advisor(s) is always recommended.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
To Modify Your Will – A Codicil
A codicil is a simple document that may be used to easily amend an existing will. The following is typical language:
I, _____________(your name), do hereby publish this as and for a codicil to my Last Will and Testament, dated the _______ day of ______ (month), ______ (year). Anything to the contrary in my aforesaid Last Will and Testament notwithstanding, I hereby devise and bequeath
(Insert Fund You Wish to Benefit)
(Insert from Type of Bequest)
In all other ways I do hereby ratify and confirm my Last Will and Testament as heretofore published.
In witness whereof, I have hereunto set my hand and seal this ________ day of _______(month) _______ (year).
___________________________________ (Seal)
Signed, sealed, and published by the testator (testatrix) in the presence of each of us, and at the same time declared and acknowledged by him (her) to be a Codicil to his (her) Last Will and Testament, and thereupon we, at the request of the said testator (testatrix) and in his (her) presence and in the presence of each other, have hereunto subscribed our names as witnesses thereof.
1._______________________________ Witness Signature
2._______________________________ Witness Signature
3._______________________________ Witness Signature
Please note: The general information provided here or by any representative of Moose Charities is not presented as specific financial, legal, or tax advise for any individual. Consultation with your own professional advisor(s) is always recommended.
Moose Charities
155 S. International Drive
Mooseheart, IL 60539-1100
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