What  are Planned Giving and Estate Planning?

• Giving strategies that allow you to make a meaningful charitable gift while possibly enhancing you and your family's future financial well being.
• A set of ways that you can leave money/assets to Minnesota Masonic Charities as part of your estate; or a way to invest money so that you receive benefits during your life and then bequeath the remaining funds to the Minnesota Masonic Charities.
• More and more donors are opting for planned giving donations. Through planned gifts, you arrange a gift to support the charitable activities of Minnesota Masonic Charities for realized benefit in the future.

View the Estate Planning Options as a starting point for learning more about making a lasting, meaningful gift to Minnesota Masonic Charities.

We welcome the opportunity to meet with you and discuss these estate planning options, as well as other aspects of your planned giving. We invite you to contact John Schwietz, MMC Director of Fund Development, at 651.210.5240 or email questions to john.schwietz@mnmasonic.org.

John is an attorney, a Mason and a Member of the Order of the Eastern Star who specializes in charitable estate planning. He can provide details on the ideal gift structure that will accomplish individual goals and achieve the most optimal benefit.