|
|
Welcome to The Elks National Foundation's
Planned Giving Website
Thank you for your interest in contributing to The Elks National Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends of the ENF who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| Personal Planner | Ten Reasons to Update Your Estate Plan
 You have completed a will and perhaps a revocable living trust. Your Durable Power of Attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized. More ... |
Benefits for Family and The Elks National Foundation
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | White Story
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on White Story >>. |
 | Brown Story
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Brown Story >>. |
 | Lehman Story
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Lehman Story >>. |
 | Gene and Carol's Story
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Gene and Carol's Story >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Kate Keating Edsey
Development Manager |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact KateE@elks.org .
If you are a professional advisor, you may take the following steps on this site.
|
© Copyright 1999-2009 Crescendo Interactive, Inc.
|
|
Chicago, IL 60614-2256