Fundraising Programs

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Fundraising Programs

• Masonic Charity Foundation of New Jersey
• Christopher S. Abbott, CFP
• Director of Development

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Masonic Charity Foundation of NJ

• Established in 1937
• Not-for-profit organization
• Section 501(c)(3) under the US tax code

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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

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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.
• 2011 fundraising expenses amounted to just under
  1 of the Masonic Homes overall operating
  budget.
• In return for every 5 cents spent on fundraising
  efforts, the Foundation secured 1 to benefit the
  residents of our Home.

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Specific fundraising programsfocus in three
areas

• Annual and major giving
• Corporate and foundation support
• Planned giving.

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AnnualGiving
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Annual giving programs

• Grand Masters Appeal
• Memorial Giving Program
• Sustaining Donor Program
• GoodSearch/Goodshop

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Grand Masters 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.

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Grand Masters Appeal Components
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Memorial Giving Program

• Gifts can be made in memory of a loved one.
• The family of the individual memorialized in
  notified of the donors kindness.
• Gifts can also be made in honor of an important
  individual/organization.

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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 e-mail or
  through US mail.
• Doing so saves costs of solicitation and a
  mailbox full of mail.

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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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MajorGiving
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Major giving programs

• Commemorative Brick Program
• Vehicle Donation Program
• Donor Item Program

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Larger outright donations areconsidered 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.

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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 Homes Memorial Garden.

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Vehicle Donation Program

• Dial 1 (888) 71-MASON to make arrangements to
  donate your car to the Masonic Charity
  Foundation.
• Its 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.

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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.

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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 50-60 bed
nursing units have been reorganized into nine
33-44 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
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Corporate andFoundationGiving
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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.

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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.

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PlannedGiving
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Planned giving programs

• Life-income plans charitable gift annuity
  program charitable remainder trust program.
• Bequest programs.

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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 donors 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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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 donors
  lifetime or a defined number of years.
• At the end of the term, remaining funds are used
  for charitable purposes caring for our Homes
  residents.
• The trust may be funded immediately or in the
  future as part of the donors estate plan.
• Such trusts are an important planning tool that
  may be incorporated into sizeable estates.

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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 Foundations
  estate planning service.

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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.

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Masonic Charity Foundation Staff

• Chris Abbott Director of Development
• Susan Comegys Trusts Estates Manager
• Sue Klersey Development Coordinator
• Shirley Koenig Planned Giving Coordinator

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Contact Information

• Masonic Charity Foundation of NJ
• 902 Jacksonville Road
• Burlington, NJ 08016-3896
• [phone]
• [phone]
• www.njmasonic.org