Indiana Masonic Homeand

Masonic Home Foundation

• Opened in 1916• 8,000 Master Masons, their wives and widows

and members of the Order of the Eastern Star• Currently, we have over 380 residents

IMH – A Century of Trust

• Independent Living– Cottages– Duplex Homes– Residential Apartments

• Assisted Living• Skilled Nursing• Memory Care

Conti nuing Care Reti rement Community

Financial Options

• Fraternal Care– Assign assets and income– More than 40% of residents are on fraternal care– Includes continuing care agreement

• Pay Plan– Pay entrance fee and monthly maintenance fee

(no assignment of assets and income) – Includes continuing care agreement

• Rental Option– Terminate at any time– No continuing care agreement

IMH Board Vision

• To Become the Retirement Community of Choice for Indiana Freemasons

• Noble goal, and one we at IMHF share, but ...– Oldest apartments are 100 years old, and newest

apartments are over 30 years old;– Newest part of the Medical Center is 33 years old,

and oldest part (where our memory care patients live) is 57 years old;

– We do not have the amenities that today's retirees, including Freemasons, want.

Indiana Masonic Home Foundation

Helping to preserve our Indiana Masonic Home for 76 years by providing funds for the Home’s fraternal mission and projects that benefit the entire campus.

Mission

The Indiana Masonic Home Foundation successfully raises, prudently invests, and faithfully distributes charitable funds to support causes that promote the principal Masonic tenets of brotherly love, relief and truth.

The Results

Since 1980, the IMHF has remitted $65.5 million to the operating fund of the Masonic Home and $71.5 million overall.

The need continues because more than 40% of the residents are on fraternal care, and the campus needs improvements.

We walk by Faith

• IMHF recently announced gift of up to $12 million to:– Construct a community center on the ground

formerly occupied by Bretzlaff Hall and the Scottish Rite Memorial Building.

– Make associated improvements. • Grand Master broke ground May 18, 2014;

cornerstone will be dedicated September 7, 2014; completion is expected Spring 2015.

New Community Center

New Community Center

• The yet to be named community center will:– move the Indiana Masonic Home closer to

realizing its vision of being the retirement community of choice for Indiana Freemasons.

– result in happier and healthier residents, a home for Masonic and other meetings, and a potential source of revenue to help continue and expand the Home’s good works.

The [insert your name here] Community Center will include:

• Three lane pool for lap swimming and exercise.• Banquet space for 300

– Divisible into three rooms for lodge and chapter meetings, meetings and dinners, and exercise and other classes.

• Fitness center.• Locker rooms.• Bistro casual dining area.• Patio.• Gathering and welcome areas.• Serving kitchen for the bistro and banquet rooms.• Bus drop off and pickup.

Life goes on

• At the same time that we open the new facility, life goes on in the rest of the community – residential, healthcare, activities, and religious.

• Operational costs must be supported.• Fraternal care continues.• Other facilities need to be updated.

Why should you donate?

• Your Obligation to Help, Aid, and Assist• It feels good• You or a loved one may need the services

provided by the Home.

Numerous Ways to Give

• Bequest; Trust; Life Insurance • Charitable Gift Annuities• Stocks• Donor Clubs• Gift of Auto, Truck, RV• Bricks• Major Gifts and Naming Opportunities

Donor Clubs

• Gold Card – $100 per year• Quarry Club – $500 per year• Platinum Club – $1,000 per year• Master Builder Club – $2,500 per year• Grand Master’s Circle – $5,000 per year

Brick Program

• Bricks purchased either in memory of someone or in honor of a person or organization, like a Lodge or Star Chapter.

• Viewable online.

Brick Program

• Lasting way to honor or remember

• Great for parents, grandparents “who have everything”

• $125 for a 4” x 8” brick

• $175 for an 8” x 8” brick.

Major Gifts and Naming Opportunities

• May be combination of:– Cash– Securities– Planned Gift– Real Estate

• May be pledged over time

Planned Giving – Corinthian Society

• Simple bequest to the IMHF in a will or trust• Designate IMHF as a beneficiary of a lifetime

insurance policy or retirement account• Charitable, testamentary, or living will trust• Charitable gift annuity• Gift of real property• Tax-wise gift of securities

Joining and Benefits

• Join by signing simple gift agreement form.

• Benefits include:– Corinthian Society medallion clock and pin– Listing on the IMHF donor wall and Honor Roll– Invitation to Society Dinner and special events – Fellowship with Society members, Foundation and

Home officials, and Grand Lodge Officers– E-mail updates and alerts

Remember

• According to the U.S. Bureau of Labor Statistics consumer price indexes calculator, it took a donation of $217.05 in 2013 to equal the buying power of $100 in 1985.

• Using the Indiana Masonic Home rental plan rates as a guide, a $100 Gold Card will support a fraternal care resident for about one day in an efficiency apartment in the Ball Brothers.

We must act on Faith

• If we are not annual donors, become donors. • If we are donors, consider increasing our $100

donations to $365 (only a dollar a day), our $250 donations to $500, our $500 donations to $1,000, and our $1,000 donation to $2,000 or even more.

We must act on Faith

• When the time comes…– that we will no longer need our assets, and – after we have provided for the welfare of our families,

keep the Indiana Masonic Home Foundation in mind.

• The future of the Indiana Masonic Home will be assured.

• Many of us, including our friends and loved ones, may depend upon this care during the declining years.

Charles O. Riddle Award

• Award – 3% of a Lodge’s members contribute $100 or more

• Award with Distinction – 5% of a Lodge’s members contribute $100 or more

• Award with high Distinction –7% of a Lodge’s members contribute $100 or more

• Memorial contributions, contributions in honor of someone, and Lodge contributions count toward the award

IMH Adopt-a-Resident Program

• Some IMH residents have outlived their families or have no close by family members.

• Under Adopt-a-Resident, the adoptive Lodge:– sends a “Care Package” of goodies, toiletries,

edibles, other friendship tokens– Remembers their birthdays and holidays– Displays their pictures on Lodge wall– Assigns someone to call them at least monthly– Visits the adopted resident

IMH Adopt-a-Resident Program

• Administered by Donnie Robinette, PM and Rhonda Johnson:– donnier@inmasonichome.org– rhondaj@inmasonichome.org

IMHF Team• Jeff Zaring, Executive Director

– Past Grand Master– 33 years in state education policy– Assists Board with policy development; responsible for overall

management of IMHF• Ken Ayers, Director of Development

– Master Mason, Charles F. Frank Lodge 760– 25 years in nonprofit field– Plans, administers, and implements all fund development activities for

IMHF• Cherie’ Cannon, Office Manager

– 6 years of service with IMHF– Handles accounting, human resources, and record system; assists with

yearly audit

IMHF Team• Kate Miller, Development Assistant

– 3 years with IMHF– Several years of customer service experience– Manages annual giving program and donor software database; assists with

fundraising materials and Ambassador program • Danyelle Hoshauer, Fundraising Associate

– 10 years of nonprofit experience– Responsibilities include solicitation of major gifts, donor event planning,

creation of marketing materials, and volunteer recruitment • Steve Sonafrank, Fundraising Associate

– Past Master of Bunker Hill Lodge 683– 25 years experience in education and sales– Responsibilities include solicitation of major gifts, lodge presentations,

donor event planning, and working with volunteers

IMHF Contact Information

525 North Illinois StreetPO Box 44210Indianapolis, Indiana 46244-0210

Telephone: (317) 637-9582Toll Free: (800) 277-4643Email: info@imhf.orgWebsite: www.imhf.org