Frequently Asked Questions
Below are answers to some of the most commonly asked questions concerning giving to the California Scottish Rite Foundation. If you have further questions, please contact the Foundation Office at (714) 547-7325. Our normal office hours are 7:30 a.m. to 3:30 p.m., Monday through Friday. or send us an email.
General Giving Guidelines
The California Scottish Rite Foundation is a not-for-profit corporation separate from the Scottish Rite of Freemasonry. It was incorporated as a California non profit Corporation on June 16, 1958 and is dedicated to support and assist the children in California to develop their full potential by providing childhood language services, scholarships and other general charitable and educational programs.
Yes. The California Scottish Rite Foundation is a publicly supported, not-for-profit organization. It has been independent since its founding in 1958 and was recognized by the Internal Revenue Service in November 1960 as a 501(c)(3) public charity.
The California Scottish Rite Foundation funds support Childhood Language Centers throughout California and provides scholarships to deserving students in undergraduate and graduate work. A donor may temporarily or permanently (endow) restrict his/her support for a specific area. ONLY the donor may restrict the use of his or her donation. A minimum donation of $25,000 is needed to establish a Foundation Fund. Please call (714) 547-7325 for more information on establishing funds. Our Foundation Secretary would be happy to meet with you to discuss your desire to establish a fund.
A financial endowment is a transfer of money or property donated to an institution, usually with the stipulation that it be invested, and the principal remain intact in perpetuity or for a defined time period. This allows for the donation to have a much greater impact over a long period of time than if it were spent all at once. A permanent endowment allows the California Scottish Rite Foundation to plan confidently for the future. An Endowment seeds new programs not typically funded through donations, provides support for new ventures in established programs and makes it possible to attract and retain the best and brightest employees.
It takes gifts at all levels to help the Foundation. Every gift makes a significant difference in the lives of the children the Foundation serves.
Yes. You may pay a pledge over five years. We would also be happy to help you explore deferred planned giving opportunities that may better suit your needs. Please contact the Foundation Office at (714) 547-7325 or email firstname.lastname@example.org
Yes. All gifts may be designated to a specific area of interest to the Foundation, provided that a need exists.
There are recognition opportunities for gifts at various levels including naming opportunities, and other activities. We recognize most gifts in our Annual Report. In addition, all contributions are acknowledged in writing by the Foundation.
The Board of Directors of the California Scottish Rite Foundation has determined that philanthropy is the only venue through which these important programs and services will be able to continue to meet the needs of children and families. As such, we do not bill insurance companies or client families for our service.
We will accept gifts of cash, marketable securities and other appreciated assets. Planned gifts, such as life insurance, annuities, trusts and bequests are also ways in which you can make a significant contribution to the California Scottish Rite Foundation.
There are many convenient options to make your contribution. Gifts can be made by mail, phone, Email, facsimile, online or in person.
General Tax FAQ’s
Because the California Scottish Rite Foundation is classified by the Internal Revenue Service as a not-for-profit, charitable, tax-exempt organization with 501(c)(3) status, contributions to the Foundation may be considered deductible for income tax purposes in accordance with IRS regulations. The receipt you receive for your contribution will identify any specifics needed to determine the tax treatment of your contribution. The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional