Our building, our pool and our grounds were built and cared for by the Elks who came before us. A gift in your will or trust is a simple way to make sure they're here for the members who come after you. Gifts of every size matter.

Choose where your gift goes

• Lodge Legacy Fund: used wherever the lodge needs it most.
• Pool Fund: keeps our pool heated, safe and open year-round.
• Building & Grounds Fund: keeps our beautiful lodge, Maple Lawn and Magnolia Terrace in great shape.
• Veterans Relief Fund: supports local veterans in need.
• Youth & Scholarships Fund: supports scholarships and youth programs.
• A named fund: honor yourself or a loved one with a fund in their name.

Ways to give

• In your will or living trust: a dollar amount, a specific asset (stock, real estate, personal property), or a percentage of what remains after your other gifts.
• By naming the lodge as a beneficiary (no will change needed): on a life insurance policy, an IRA or other retirement account, or a bank or brokerage account (payable-on-death or transfer-on-death).
• As a backup gift: name the lodge to receive a gift only if your other beneficiaries don't survive you.

A note about taxes

San Rafael Elks Lodge #1108 is a fraternal organization under section 501(c)(8) of the Internal Revenue Code. Gifts for lodge use, such as the pool or building, are not tax-deductible. Gifts you direct to our Veterans Relief or Youth & Scholarships funds are used only for charitable purposes and are generally deductible. For your attorney: our legal name is Benevolent & Protective Order Elks 1108, Federal Tax ID 94-0839497, P.O. Box 150789, San Rafael, CA 94915-0789. Please talk with your attorney or tax advisor.

Tell us about your plans

If you've included the lodge in your plans, please let us know by filling out our Legacy Intent Form. You don't have to share an amount, your information stays confidential, and you can change your plans at any time. Telling us lets us thank you now and make sure your wishes are carried out.

The 1108 Legacy Society

Everyone who includes the lodge in their will, trust or beneficiary designations is welcomed into the 1108 Legacy Society. Members receive a Legacy Society pin, have their name added to the Legacy board in the lodge, are listed in the Booster (unless they prefer to stay anonymous), and are invited to an annual recognition gathering.

Questions?

Contact the Bequests & Living Trusts Committee: Wendy Sadeh and Bob Meier, PER. Or call the lodge office at 415-453-1108.

Your privacy

We keep your information confidential. We never share or sell it, and we use it only to thank you and to honor your wishes.

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