We wish you a wonderful 2012
filled with love, joy and peace.
Moose Charities Staff
Pam Amundsen Director of Development
Having Trouble Organizing
Your Plans?
Do you
need to make plans for the future but don’t know where
to start? We can help with an easy-to-use tool. Our
Wills Guide is a fill-in-the-blank booklet that can help
you organize all of the information an estate planning
attorney will need to create your will or trust plan. We
are offering this guide as our gift to you because we
believe it will help you create a successful and
satisfying future.
You can
also visit our
website and click on Wills Guide.
Personal Planner
Trusts for Surviving Spouse
There are three different basic types
of trusts for a surviving spouse: a qualified
terminable interest property trust (QTIP), a qualified
domestic trust (QDOT) or a charitable remainder trust
(CRT). All three of these trusts may qualify for the
marital...
Read More
Savvy Living
How to Get Financial and Retirement
Advice on a Budget
"Can you recommend any resources that
provide affordable one-shot financial advice for folks
on a budget? I'm about six years away from retirement
and would like to obtain a quick financial checkup and
get a few questions answered but I don't want to pay
an...
Read More
Your Plan
Give it Twice Trust
While visiting the Wills Planner on
our website, June, a surviving spouse, came across the
idea of a Give it Twice Trust.
Read More
Washington News
Tax Season Opens New Year
The IRS announced that the filing date
for this year will be April 17th. Normally, income tax
returns are due on April 15th. But this year the 15th
is a Sunday. April 16th is Emancipation Day, a holiday
for the District of Columbia. Therefore, the filing...
Read More
Finances
Stocks - Franklin Covey Manages Expectations with
Earnings Report
Read More
Bonds - Germany Viewed as Key Player in
Increasing European Bailout Fund
Read More
CDs and Mortgages - Mortgage Rates Start Year
Near Record Lows
Read More
Thank
you for your interest in planned giving. To access any
of our resources, please go to our
website.
Moose Charities, Inc., 155 S. International Drive,
Mooseheart, IL 60539-1100
posted 12/03/2011
Virginia Moose
Association
Sending you warm
thanks for your support and wishes for a holiday
seasonfilled with family,
friends and favorite traditions.
Pam Amundsen Director of Development
Personal Planner
Bequests to Your Favorite Charity
Bequests to charity are the most popular type of planned
gift. A donor may retain assets during life and then
leave a bequest to a charity.
Read More
Savvy Living
Tips and Resources for Long-Distance Caregivers
"What kinds of help are available for long-distance
caregivers? My mother has become forgetful in her old
age and has fallen a few times over the past year but is
determined to stay in her own house. How can I help her
from 700 miles away?"
Read More
Your Plan
Current Gifts
As is the case with many families, there are times each
year when Jim and Sharon focus their attention on gift
giving.
Read More
Washington News
Payroll Tax Proposals Debated
The White House and Senate Democrats have proposed the
Middle Class Tax Act of 2011 with a reduction in payroll
taxes for 2012. The Social Security tax of 6.2% would be
reduced to 3.1% for the year. This could save families
approximately $1,500 in take-home...
Read More
Finances
Stocks - Book Giant Barnes & Noble Books Quarterly
Losses
Read More
Bonds - Treasuries Fall on Positive Jobs Report
Read More
CDs and Mortgages - Mortgage Rates Slowly Moving Up
Read More
Thank you for your interest in planned giving. To
access any of our resources, please go to our
website.
Moose Charities, Inc., 155 S. International Drive, Mooseheart,
IL 60539-1100
Ask 10% of your Lodge
& Chapter membership to begin participation in the ‘Gimme 5’ Endowment
Campaign with a minimum of $36.50 this fiscal year & you receive the
first of two custom pictures.
Click Here for Additional Details and Printable Flyer
09/28/2010Click Here to view your Lodge/Chapter Unit Goals to obtain your
Photo
01/27/2012Click Here
to view your Lodge/Chapter Unit Status Report as of December 31st, 2011
'Gimme Five' .....
Spring 2008
Here's Why We Must Support This Program Click Play > button to start Video
Special Video Presentation
Here's Why We Must Support This Program
Click Play ">" to view this very important 14 minute video
presentation
All Donors receive a blue "Gimme 5" pin (shown
left) and a personalized
Thank You letter that can be used as proof of their
donation with IRS
All donations are credited to the Associations' Goal, and
the Lodge or Chapter's Goal.
Moose Charities presents The League of Guardians
Click here to view a listing
of Individuals / Couples / Organizations who have generously
donated $1,000 or more to Moose Charities between May 1st and
April 30th.
GIMME 5
Endowment Fund Campaign Super
Donors
Donors contributing $182.50 or more receive a red
Moose "Gimme Five!" lapel pin
acknowledging full 5 year commitment or more to "Gimme
5"
Gimme 5 Pins for
Members and Friends that want to do more for Gimme5 !
Gimme 5 raised enamel and triple
gold plated pins with cut and polished cubic zirconiums
$182.50
$365.00
$547.50
$730.00
$912.50
$1,095.00
$1,277.50
$1,460.00
$1,642.50
$1,8125.00
$2,737.50
$3,650.00
$4,562.5
$5,475.00
All donations to Gimme 5 are cumulative, so pins
will be awarded automatically
when a member or friends donation level meets the
above pin levels.
VMA
GIMME 5
" HALL OF FAME "
Super Donors
VMA Member
Contributors who have made a 10 year commitment or more
the following table lists the Super Donors as of 01/09/2012
table updated 01/22/2012
Member Name
Chapter or Lodge Name
Total Giving
Charles B. Auterback
Front
Royal Lodge #829
update07/27/2010
$912.50
David Bardon
Tuckahoe-Richmond Lodge #1163
update04/13/2009 $547.50
Anita
Bene
Norfolk
Chapter #157
update02/10/2011 $365.00
Donald
Bishop
Portsmouth Lodge #898
update01/07/2011 $400.75
Alice
Bradley
Ashland
Chapter #1252
update11/15/2011 $947.50
Teresa
Brown
Winchester Chapter #1367
update02/10/2011 $365.00
Carolyn Chalkley
Manchester Richmond Chapter #1078
update08/30/2009 $365.00
Paul Clausen Jr.
Aragona
Village Lodge #1198
update 09/17/2009 $402.00
Leroy T.
Coleman
Portsmouth Lodge #898
01/22/2011 $402.50
Virginia
Cooley
Front
Royal Chapter #1194
update09/10/2010
$442.50
Kenneth
Cooley
Front
Royal Lodge #829
update09/10/2010
$432.50
Anne
Cramer
Fredericksburg Chapter #1592
update11/15/2011 $404.50
Wesley Crowder
Bedford
Lodge #1897
update 12/09/2011
$4,765.50
Andrew Dooley
Bedford
Lodge #1897
update08/17/2011 $800.00
Robert Drake
Warwick
Lodge #1711
$912.50
Theresa
Duffy
Leesburg
Chapter #1997
update08/17/2011 $400.00
Daniel Fitzgerald
Norfolk
Lodge #39
update07/14/2009 $365.00
Frank
Fleet
Winchester Lodge #1283
update08/17/2011 $1,985.00
Merrill
Getto
Aragona
Village Lodge #1198
update 02/15/2010 $402.00
Joseph Glass
Vienna
Lodge #1896
update09/10/2010
$612.00
Jo Glass
Vienna
Chapter #1050
update09/10/2010 $612.00
Pamela
Guest
Fredericksburg Chapter #1592
01/22/2012
$679.00
Mary Hager
Woodbridge Chapter #653
update08/30/2009 $365.00
W. Otis
Hines
South
Hill Lodge #1872
$1,500.00
Concetta
Jacobs
Hampton
Chapter #349
update09/10/2010 $469.50
Dorothy Jaggers
Tuckahoe-Richmond Chapter #1282
update02/10/2011
$730.00
Thelma Jenkins
Warwick
Chapter #1386
update10/11/2011 $730.50
Walter
Johnson
Warwick
Lodge #1711
update11/15/2011 $618.50
Paulette
Jones
Fredericksburg Chapter #1592
update01/07/2011 $373.00
Walter
Kitonis
Manassas
Lodge #1380
update01/07/2011 $1,000.00
Rose
Larock
Aragona
Village Chapter #684
update11/15/2011 $401.50
Stephen
Lay
Portsmouth Lodge #898
01/22/2012 $463.00
Susan
Malove
Fredericksburg Chapter #1592
update11/15/2011 $375.00
Robert Maxey
Buckingham County Lodge #2104
update09/10/2010 $615.00
Patricia Maxey
Sandston
Chapter #569
update09/10/2010 $640.00
John McCann
Salem
Lodge #2573
update11/21/2010
$515.00
Barbara
McCurry
Warwick
Chapter #1386
update02/10/2011 $582.50
Kenneth
McDowell
Lynchburg-South #1727
01/22/2012 $1,851.23
Wallace McLamb
Newport
News Lodge #1119
$730.00
Cynthia Millard
Winchester Chapter #1367
update11/15/2011
$1,159.84
Harriet
Mohr
Fredericksburg Chapter #1592
01/22/2012
$4,667.75
Guy
Moneypenny
South
Norfolk Lodge #464
01/22/2012 $2,500.00
Beatrice
Moneypenny
South
Norfolk Chapter #947
01/22/2012 $2,500.00
Gene
Nichols
Bedford
Lodge #1897
update07/27/2010
$600.00
Robert W.
Nichols
Warwick
Lodge #1711
update12/09/2011 $632.50
Leonore
Poor
Portsmouth Chapter #966
update02/10/2011 $619.00
Louise
Price
Winchester Chapter #1367
update10/11/2011 $365.00
Helen
Puckett
Lynchburg-South Chapter #1415
update07/26/2011 $365.00
James I
Puckett III
Lynchburg-South Lodge #1727
update07/26/2011 $365.00
Kathryn
Rea
Ashland
Chapter #1252
update11/15/2011 $406.94
Vincent
Reardon
Portsmouth Lodge #898
01/22/2012 $438.00
Donald
Ross
Portsmouth Lodge #898
update08/17/2011
$469.00
John Scudder
Warwick
Lodge #1711
update02/10/2011 $730.00
James
Seaman
Bedford
Lodge #1897
update11/15/2011 $7,600.00
Bonnie Sine
Winchester Chapter #1367
01/22/2012 $1,460.00
Gilbert Sine
Winchester Lodge #1283
01/22/2012 $1,460.00
Donna Smith
South
Norfolk Chapter #947
update02/10/2011 $599.00
James
Swinson
Woodbridge Lodge #583
01/22/2012 $5,177.00
Becky Swofford
Williamsburg Chapter #1755
update02/10/2011 $987.50
Peter
Thomas
South
Hill Lodge #1872
update08/17/2011 $3,977.50
Lance D
Thompson
Vienna
Lodge #1896
update12/09/2011
$500.00
Doreen
Wallace
Manassas
Chapter #1392
update12/09/2011 $767.50
George
Warrington
Arlington
Lodge #1315
update09/10/2010 $2,912.50
Thomas
Watson
Washington County Lodge #1966
update11/21/2010 $382.50
George
Whitley
Aragona
Village Lodge #1198
update05/12/2011 $2,316.00
Carter
Williams
Smith
Mountain Lake Lodge #2346
update11/15/2011
$2,580.00
Richard
Williams
Portsmouth Lodge #898
01/22/2012
$646.50
Jackie
Willis
Fredericksburg Chapter #1592
update11/15/2011 $511.50
Barbie Wright
Williamsburg Chapter #1755
update11/15/2011 $672.50
Raymond
Wright
Williamsburg Lodge #757
$422.50
01/22/2012Click
Here to view a listing of Members who
have made a 10 year commitment,
$365.00 or more as of 12/31/2011 (Alphabetical by Moose
Association)
01/22/2012 Click Here
to view the Tower of Fame 3 stone, ($547.50), listing as of Dec. 31 2011
01/22/2012 Click
Here to view the Tower of Fame 4 stone, ($730.00), listing as of Dec. 31 2011
01/22/20122 Click
Here to view the Tower of Fame 5 stone, ($912.50), listing as of Dec. 31 2011
01/22/2012 Click
Here to view the High Five, 6 Stone, ($1,095.00), listing as of Dec. 31 2011
01/22/2012 Click
Here to view the High Five, 7 Stone, ($1,277.50), listing as of Dec. 31 2011
01/22/2012Click
Here to view the High Five, 8 Stone, ($1,460.00), listing as of Dec. 31 2011
01/22/2012Click
Here to view the High Five, 9 Stone, ($1,642.50), listing as of Dec. 31 2011
01/22/2012Click
Here to view the High Five, 10 Stone, ($1,825.00), listing as of Dec. 31 2011
01/22/2012 Click
Here to view the Greater Five, Purple, ($2,737.50), listing as of
Dec. 31 2011
01/22/2012Click
Here to view the Greater Five, Red, ($3,650.00), listing as of Dec. 31 2011
01/22/2012Click
Here to view the Greater Five, Blue, ($4,562.50), listing as of Dec. 31 2011
01/22/2012 Click
Here to view the Greater Five, Green, ($5,475.00), listing as of Dec. 31 2011
VMA
GIMME 5
" WALL OF FAME "
Super Donors
VMA Member
Contributors who have met their 5 year, $182.50 commitment
01/22/2012Click
Here to view and print a listing of members who reached the 5 year
commitment, $182.50 or more for the period 05/01/2007 to 12/31/2011
(Alphabetical by Association)
01/22/2012
VMA Lodge and Chapter Contribution Totals (as
of 01/09/2012)
The
Bedford Lodge #1897 isthe leading Lodge Member
contributor = $15,912.00
followed by the Portsmouth Lodge #898 with
$9,291.25 in contributions
The Fredericksburg Chapter #1592 is the
leading Chapter member contributor = $9,356.25
followed by the Portsmouth Chapter #966
with
$7,325.90 in contributions
Click Here to load a detailed listing of contributors by Chapter /
Lodge - 01/09/2012
Lodge, Chapter, other Fraternal
Units --
Total Contributions as of ( January 9th, 2012 )
Total
Virginia Lodge Member contributions thru 01/09/2012
$
139.908.03
Total
Virginia Chapter Co-worker contributions thru 01/09/2012
$
89,338.84
Totals for
other Virginia Fraternal Units thru 01/09/2012
$
131,359.93
Total Virginia Moose Association
Contributions - 01/09/2012
$360,359.80
Click Here to load a detailed listing of contributors by Chapter /
Lodge - 01/09/2012
Gimme 5 Endowment Fund Campaign
Referral Cards
Get Credit for Referring New Contributors
Click
Here to view and print the most recent Gimme 5 Referrals Listing -- 5/1/2011
to 12/31/2011
Click
Here to view and print the Gimme 5 Referrals Listing 5/1/2010 to 4/30/2011
posted 6/23/2009
The Gimme 5
Endowment Campaign takes time to shift into high gear. We
need to reach the 98% of our members who have not yet
participated -
We all know personal communication is usually more successful -
easier to explain why and how - and less easy to be ignored.
We also know personal recognition is extremely important and,
quite often, a challenge or competition can stimulate more action
and better results. Our members also need to be recognized
for their accomplishments....with special recognition to those who
excel above all others.
We are introducing a new opportunity to reach more members.
It is similar to the sponsor recognition program. Simply
stated, we invite every donor to become a Gimme 5 sponsor of new
donors. We are asking you to "put your heart" into helping
to increase the Endowment Fund through Gimme 5. We ask that
you:
1. Download a page of 10 'referral' cards from the Moose Charities
website
2. Write your name and ID# on the 'referral' cards
3. Talk to members, relatives, and friends about Gimme 5.
Invite them to donate $36.50
or more. Remember - this is a tax deduction and anyone,
including non-members, can donate to Moose Charities
4. Give the 'referral' card to each first time donor and ask
that it be included with the donation of $36.50 or more
5. New donor sends 'referral' card and donation to Moose
Charities (credit card donations
can be made and the donor can type your name and ID number in the
referral box)
6. The donor's name and donation will be entered as well as your
name
7. When we receive the referral card, we will post your name on
the Moose Charities website and update it each time we receive a
new donor whom you have referred.
8. To be a contender for top recognition, a minimum of five
referrals is necessary - then the member with the most referrals
over five will be notified
9. The top two members in each Association (one LOOM/one WOTM)
will be recognized at the end of the 2009-2010 fiscal year
We hope this new incentive will help us reach more members and
have them join us in our continuing efforts to increase the
Endowment Fund. And we hope each of you will be active in
this new referral program.
Your memorial gift will serve as a
lasting tribute to the life of a friend or loved one. Unless
otherwise requested by the family or the donor, all memorial gifts will
be directed to the Mooseheart / Moosehaven Endowment Fund. The
interest earned on your gift will be used to help meet the daily needs
of the children at Mooseheart and the senior members at Moosehaven.
Memorial gifts from individuals, members, Lodges
and Chapters, businesses, and other groups or associations are all
welcome.
In Honor Of -
Honorary gifts serve as a lasting tribute and can be directed to any
fund requested.
Click Here to visit the Moose Charities Planned Giving Web site
Planned
giving is exactly as it sounds.
A donor
works with Moose Charities and creates an arrangement that reflects that
donor’s charitable intentions; whether through an estate plan or through
an immediate gift.
BEQUESTS
Some members believe that giving to Moose Charities
through their will is only for the very wealthy. However, this is not
the case. Members of any means, in all walks of life, leave money
to important causes in this way. This is a relatively easy way to
continue support, through your estate plan, of the important programs
offered at Mooseheart and Moosehaven.
Moose Charities Bequest Builder (click
here) (A three-step process to build a bequest and leave a
legacy benefiting Mooseheart, Moosehaven, or the Endowment Fund)
CHARITABLE GIFT ANNUITIES
In exchange for a gift of cash or property, Moose Charities agrees to
make fixed payments for the life of a donor (and perhaps their spouse).
This option is suitable for older donors who have cash or appreciated
property that produces little or no income.
CHARITABLE TRUST
Charitable Remainder Trust
A Charitable Remainder Trust is a life income gift that
pays income to you and/or other beneficiaries for a term of years or
until your passing. When the trust terminates, Moose Charities
receives the remainder of the trust.
Charitable Lead Trust
A Charitable Lead Trust is a gift that makes annual
contributions to Moose Charities for a term of years. The property
then passes to your heirs with substantial tax savings. You can
safeguard your estate for your heirs while you help support Mooseheart
and Moosehaven.
LIFE ESTATE RESERVED
Moose Charities accepts a gift of property, either a personal residence
or farm, and the donor retains the right to use the property for his or
her lifetime.
BARGAIN SALE
Moose Charities purchases property for less than the fair market value
or accepts a gift of mortgaged property.
Click Here to visit the Moose Charities Planned Giving Web site
Many companies match the
charitable contributions of their employees. You can double the impact
of your generosity by using your company's matching gift program. Visit
your Human Resources Department and ask for a matching gift form.
Bulk E-mail 09-22-08 Moose Charities
-- Please Post on Lodge and Chapter Bulletin Boards
Workplace Giving Through United Way
If you participate
in a United Way giving campaign that allows donor designation of your
payroll deduction you may be able to select Moose Charities as the
beneficiary of your United Way gifts. If Moose Charities is not
listed as a member agency, please contact the campaign coordinator to
see if you can write in Moose Charities to be considered for your gift.
If you are able to write Moose Charities as your choice please provide
the following information: Moose Charities, Inc., 155 S. International
Dr., Mooseheart, IL 60539 and the federal tax-identification number
(36-3993740). As procedures do vary with each local or regional
campaign, please verify that you completed your designation correctly.
Click Here to view and print the Bulk e-mail message from Moose Charities
- Please Post on Bulletin Boards
Please, advise your friends and Moose members that Moose Charities has
set up a relationship with
www.GoodSearch.com
which is a search engine powered by Yahoo. Other search engines
are Google, Yahoo, Ask Jeeves, and etc. They basically all do the
same thing which is to search the web by what you type in to look for.
GoodSearch
splits their advertising revenues with charities. Moose Charities
receives about 1 cent per use of
GoodSearch.
This money is earmarked for Mooseheart & Moosehaven.
When you use
GoodSearch as a search engine you will be asked to identify the
charity that you want to benefit. Please specify by typing in Moose
Charities (Mooseheart, IL) This is a painless way to raise income for
Mooseheart & Moosehaven.
To use GoodSearch all of the time as a search engine simply go to
www.GoodSearch.com
and click on "Favorites" then click on "add to favorites."
This is something that we can all do on a daily basis to raise money for
Mooseheart and Moosehaven.
If you have questions about this contact Moose Charities.
Best Fraternal Regards & God Bless All,
Moose Charities
The Wish list offers an opportunity to choose where your donation
dollars will be used within each operating budget. Your ongoing
support is needed because each member has the opportunity and
responsibility to assist not only in the future but the current
operating expenses for both Mooseheart and Moosehaven.
An individual, fraternal
unit or organization may choose from the items listed by contacting
Moose Chartities (630)966-2200. The fulfilled Wish List items will
be listed with donor names until the end of the fiscal year.
To
Play Video
And The
