Supporting Your Masonic Charities Brochure

MEET OUR GIFT PLANNING PROFESSIONALS Our gift planning team works together to best assist you in achieving your goals.

Alvin Blitz, Esq., Chief Development Officer Alvin is a member of Carlisle Lodge No. 260, in Carlisle, PA. He graduated from the Dickinson School of Law and is a licensed attorney.

Alvin has extensive experience in all forms of charitable giving strategies and unique experience in complex planning strategies.

David Whitenack, CFP®, CAP®, Director of Gift Planning - A member of Brownstone Lodge No. 666, in Hershey, PA, David helps individuals update estate plans to reflect changes in estate values, new tax laws or the loss or changed circumstances of loved ones.

Joyce Michelfelder, CAP®, Director of Gift Planning Joyce is a member of the Order of Eastern Star Signet Chapter No. 129, Philadelphia, PA. She assists individuals with their charitable and estate plans and is especially well-versed in assisting Masonic lodges with charitable gifts.

Linda Jackson, Gift Planner/Widows Program Administrator - Linda oversees the Pennsylvania Masonic Widows’ program.

She also assists Masonic widows and others with charitable giving and estate planning.

Nicholas Mahler, NHA, Gift Planner/Director of Outreach and Member Services - A member of Abraham C. Treichler Lodge No. 682, in Elizabethtown, PA, Nick oversees our Masonic Outreach program. He is responsible for ensuring Pennsylvania Masons and their families receive the services they need and qualify for. Nick also assists with charitable giving and estate planning.

Joyce May, Director of Annual Giving and Operations - Joyce is responsible for raising annual cash funds and managing administrative staff. She also assists and supports the Chief Development Officer and the Chief Executive Officer in accomplishing the goals of the department.

THE MASONIC CHARITIES OF PENNSYLVANIA Office of Mission Advancement and Development One Masonic Drive Elizabethtown, PA 17022 1-800-599-6454 giving@masoniccharitiespa.org The Masonic Library & Museum The Masonic Villages The Masonic Children’s Home The Pennsylvania Masonic Youth Foundation MasonicCharitiesPa.org

Supporting Your Masonic Charities

YOUR MASONIC CHARITIES

HOW DO I GET STARTED?

Established and supported by Pennsylvania Masons and their families and friends, the Masonic Charities of the Grand Lodge of Pennsylvania serve and inspire our Masonic community through mission-driven charitable programs and services that exemplify Masonic virtues and values.

No matter the amount or type of gift, we are here to help. You can call our office at 1-800-599-6454 or email us at giving@masoniccharitiespa.org to get connected with one of our skilled gift planning professionals. Please let us know if you would like a brochure with full details on all these services.

The Masonic Library & Museum maintains and preserves the majestic Masonic Temple in Philadelphia, a National Historic Landmark renowned for its beauty, architectural mastery and historical significance. Welcoming tens of thousands of visitors each year, it showcases more than 30,000 artifacts, including precious relics from our nation’s founding, as well as priceless works of art and other treasures from Philadelphia and around the world. It also operates a fully functional research and circulating library, conducts genealogical research and hosts educational programs and cultural activities for members and the public. In addition, the charity preserves monuments throughout Pennsylvania, including: the Friend to Friend Masonic monument in Gettysburg, the National Memorial Arch in Valley Forge Park and the George Washington at Prayer statue at Valley Forge.

The Masonic Villages serve more than 3,000 seniors across Pennsylvania. Masonic Village residents enjoy peace of mind knowing they will be cared for, regardless of their health conditions or financial abilities. In 2021, Masonic Villages provided more than $10 million (at cost) of free care and more than $30 million (at cost) of care subsidies for members of our Masonic community. Masonic Villages also provide home and community-based services, including hospice, palliative care, home health care and home care, and support Freemasons and their widows, veterans and first responders through the Masonic Outreach program.

WAYS TO SUPPORT YOUR MASONIC CHARITIES If you or someone you know is interested in supporting the Masonic Charities, the Office of Mission Advancement and Development is here to help. From simple arrangements to complex tax planning and from small monetary gifts and pledges to various forms of deferred giving, our trustworthy and experienced professionals are ready to work with you and your advisors to help tailor plans to meet your personal goals.

The Masonic Children’s Home provides a caring, safe, supportive environment for up to 40 schoolaged children who come from environments that do not provide the security and support necessary for healthy growth and development.

The Masonic Children’s Home provides a stable and nurturing home, educational services, food, clothing, medical care and opportunities for personal growth and development.

The Pennsylvania Masonic Youth Foundation fosters healthy and safe environments for young people by supporting the Pennsylvania Masonic youth groups and providing educational and leadership programs, enrichment services and scholarships to our Masonic community.

No gift is too small. No need is too complex.

Our Masonic Charities depend on receiving support from all those who desire to help, and we cherish and honor all those who wish to support our mission.

We have unique and extensive experience with all forms of giving. Here are just some of the types of ways we have assisted donors: •

Immediate monetary gifts by cash, check or charge

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Gifts of appreciated securities, such as stock and interests in ETFs and mutual funds

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Gifts from traditional Individual Retirement Accounts

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Planned gifts of all types, including charitable gift annuities, charitable remainder trusts and charitable lead trusts

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Bequests through wills and living trusts

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Beneficiary designations on retirement accounts and life insurance policies