Plan Ahead to Leave a Legacy!

By planning ahead for the future you can provide for your loved ones and leave a legacy, helping to ensure the future of The Ohio Masonic Home and those we serve.

Where do I begin?
Regardless of size, all gifts are important to help continue the vital work of The Ohio Masonic Home Foundation (OMHF). When it comes to creating a legacy or planned gift, you may have questions and concerns about outliving your assets or ensuring loved ones benefit from your estate. You may also be confused or overwhelmed by the options such as giving through your will or a life insurance policy. Professional financial advisors and the OMHF team can show you how simple it can be to create a legacy gift that benefits you, your loved ones, and the charities important to you.

How large of an estate do I need to create a gift?
Simply put, an estate is any property, money, or personal belongings that you may have at the time of your death. Most people leave an estate when they die, even though they may not have a great deal of wealth. Anyone can arrange to leave a charitable gift from their estate, often allowing them to make a larger gift than they could have made during their lifetime.

Should I tell the charity about my legacy gift?
This is up to you, but it is preferred so that your generosity can be recognized and your wishes can be accommodated. Those who make any type of planned gift to OMHF also become members of our Legacy of Roses Society.

Important tips about leaving a legacy:

  • Talk to a professional, including your attorney or financial advisor. OMHF can also help you learn about gifts that can maximize your legacy. Discuss your wishes with your family.
  • Encourage your attorney or advisor to work with your favorite charities so that your intentions are known.
  • You can choose to recognize a specific program or need that is important to you.

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