Lodge Culture Archives — Masons of California https://freemason.org/leader_cat/lodge-culture/ Together we make a profound difference Mon, 08 Jun 2026 22:56:05 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.5 https://freemason.org/wp-content/uploads/2020/06/cropped-Layer-1-32x32.png Lodge Culture Archives — Masons of California https://freemason.org/leader_cat/lodge-culture/ 32 32 March 2025: Play Ball https://freemason.org/the_leader/march-2025/ Wed, 26 Feb 2025 23:41:18 +0000 https://freemason.org/?post_type=the_leader&p=32194
  • Play Ball
  • Root, Root Root for Masons4Mitts
  • For your Trestleboard, March Officers' Checklist, Question of the Month
  • The post March 2025: Play Ball appeared first on Masons of California.

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    March 2025:
    Masons4Mitts Is Back—with Springtime Masons Nights!

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      This Masons4Mitts Season, Let's Play Ball!

      Our favorite Masonic baseball fundraiser is back—with new early-season Masons Nights games on deck!

      Each year, the California Masonic Foundation teams up with the San Francisco Giants, Los Angeles Angels, Los Angeles Dodgers, and San Diego Padres for Masons4Mitts, one of the fraternity’s most beloved and successful philanthropic initiatives. Through Masons4Mitts, we are able to provide high-quality leather baseball mitts for children playing in junior baseball and softball leagues associated with our Major League Baseball partner foundations, supporting those programs and providing young people with a safe place to play while they develop key collaboration skills, learn about health and nutrition, build productive study habits, and more.

      In 2024 alone, Masons4Mitts raised more than $300,000 for the program, and over the past 16 years, it has raised more than $2.3 million—impacting the lives of more than 100,000 children.

      But it takes more than just generous donors to make this program a reality: It takes Masonic leadership. And just like hitting a round ball with a round bat, that’s sometimes easier said than done. So we called Gregory Cherry, director of Masonic philanthropy, out of the bullpen to give us some pointers on ways to rally your team for the cause—and to get the most out of Masons4Mitts for your lodge.

      Save the Date: Springtime Masons Nights

      Purchase links coming soon! 

      L.A. Angels vs. Pirates: Wednesday, April 23
      S.F. Giants vs. D-backs: Tuesday, May 13
      L.A. Dodgers vs. D-backs: Monday, May 19 
      S.D. Padres vs. Nationals: Monday, June 23

      Root, Root Root for Masons4Mitts

      Here, Cherry offers some scouting tips on maximizing your lodge’s impact—and maximizing Masons4Mitts' impact on your lodge.

      In fundraising, remember that it’s not about you. It’s about the mission! As a Masons4Mitts team captain, remember that you’re not asking someone to give you money. You’re asking them to invest in a program that’s doing good work and making a real difference in your local community. In fact, you’re doing your lodge members a favor by connecting them to a cause they might care about too, giving them a chance to make a difference.

      It’s all about the kids. That is what Masons4Mitts is ultimately about. The program helps kids who may not have the same resources others have. Maybe they can’t afford to attend summer camp or buy their own sports equipment. Your gift of $20 (or more) can make a world of difference in a kid’s life.

      It’s a community activity. Fundraising is all about group involvement. A single $20 gift may not mean much on its own, but when 1,000 Masons get involved—or 2,000—suddenly we’re talking about a real impact. There is strength in numbers. And when one person leads by example and makes a gift, that has a powerful ripple effect within a lodge. Suddenly everybody wants to get involved. So don't be shy about celebrating members' gifts–it's what helps the next guy do the same.

      It’s fun! That’s one of the keys to fundraising. Fundraisers shouldn’t be pulling teeth. They aren’t waiting in line at the DMV. They’re talking about baseball! It’s fun and impactful, and that is most important thing to remember.

      Masons Nights are a great team-building activity. This year, Masons Nights are being held earlier in the baseball season than in previous seasons. These games are an amazing opportunity to come together for a fun night away from the lodge. They’re also a way to get to know other Masons from your district or area and to meet with Grand Lodge officers. Teams often recognize the Masons in the crowd through a pregame check presentation, ceremonial first pitch, scoreboard display, or other tip of the cap.

      They’re also a great prospecting opportunity. Newcomers seldom get such an opportunity to meet with Masons from multiple lodges in such a relaxing and low-stakes environment. So be sure to invite prospects, friends, and families along, too!

      A little friendly competition goes a long way. We’re all ultimately playing for the same team here (the kids!), but let’s be honest: It's nice to beat your rivals. So while the Dodgers may be the defending World Series champions, the reigning Masons4Mitts champs are the South Bay Spartans, who raised $42,780—or 2,139 mitts—helping the Northern California region claim top prize. Let's see who can take them down this season!

      Finally…

      Pass the hat and sing a song. If you’re in a lodge and unsure of what to do, the most effective fundraising advice is to get the members to sing “Take Me Out To The Ballgame,” and then pass a hat. It will raise the energy in the room while having the social effect of inspiring everyone to contribute to the hat.

      Message from the Grand Chaplain: The Wonder of Nature

      The vernal equinox marks the beginning of spring, and it is in spring that my attention is drawn to nature. Our ritual reminds us of the importance of nature. From the acacia, the beehive, the ashlars (i.e., stone), the sheaf of corn, oil, and pomegranates, symbols from nature are abundant in our craft.

      Upon reflection, it becomes apparent that these symbols of nature offer deeper meanings than their stated definitions. The most significant of these is driven home in the degree in which we are reminded that the world(s) around us are “all conducted by the same unerring law of Nature”—i.e., when we recall why we study nature. We do so because “the observation of [nature’s] beautiful proportions first determined man to imitate the Divine plan, and to study symmetry and order.” Put another way, by observing nature and its order, humankind became inspired to further study the universe; and as our ritual reminds us, this led to the creation of the arts, sciences, and societies.

      Nature is awe-inspiring and wondrous. It reminds us that we are part of a larger universe gifted by the divine. Those feelings and insights readily well up within us when we hike, garden, or even take walks in our neighborhoods. Yet the divine is unknowable. We are not able to directly see or comprehend the divine. Nevertheless, we can get a glimpse of the divine via nature—by observing and studying the divine’s works—and can see that the divine is active and resides in the creation, continual structuring, and blossoming of the universe. Nothing can be more humbling and inspiring than that observation; and I hope that this spring, you take a moment to see the beauty that exists in the divine’s works, which are all around you, and which includes you.

      David Ferreria
      Grand Chaplain

      For Your Trestleboard

      Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

      Masonic Health Services:

      Services at MCYAF Across the Lifespan

      The Pavilion at the Masonic Homes

      Masonic Homes of California Resources

      Masonic Value Network


      Masonic Philanthropy:

      Masonic Youth Order Resources Library

      California Masonic Foundation Cornerstone Society

      March Officers' Checklist

      Stay on track of lodge business and prepare for important deadlines. Here’s your March checklist. 

      Executive Committee

      • Schedule inspector’s official visit and examination of the books, due by end of the month.
      • Attend or make plans to attend the 2025 Leadership Retreats. Register now.

        Senior Warden

      • Begin preparing 2026 program plan.
      • Begin preparing 2026 budget, remembering to set aside funds for retreat attendance
      • Begin preparing 2026 officer appointments.
      • Begin preparing 2026 installation of officers.
      • Review all candidates’ progress toward advancement.

      Junior Warden

      • Begin tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs. Do your part and give today!

       Secretary

      • Continue to collect delinquent dues from members (were due on January 1).
      • Send list of members with late dues to the master for the Retention Committee.
      • Send any suspension notices.
      • Charity Committee considers remissions.
      • File financial reports with Grand Lodge (unless your lodge uses Intacct, in which case you do not need to submit anything).

       Treasurer

      • If your lodge has employees, file W-3 with IRS along with copies of all W-2 forms.
      • File financial reports with Grand Lodge (unless your lodge uses Intacct, in which case you do not need to submit anything).

       Audit Committee

      • Audit lodge books, to be completed by end of April.

      Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

      Question of the Month

      Last month, we asked how your lodge has responded to the L.A. wildfires. Of those who responded,
      • 46% - Donated Funds
      • 32% - Not applicable
      • 31% - Donated clothing, food, or other essential items
      • 11% - Volunteered at a staging site or other event
      • 11% - Provided relief for individual affected members or their families
      • 9% - Other, Supported and promoted neighboring lodges donation drive, First Responders Appreciation located at Pacific Palisades, We reached out to our brothers to see if they were effected and were in need of anything.
      Here's your next survey question.

      The post March 2025: Play Ball appeared first on Masons of California.

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      February 2025: An Easier Way to Do Accounting https://freemason.org/the_leader/february-2025/ Tue, 28 Jan 2025 23:06:26 +0000 https://freemason.org/?post_type=the_leader&p=31820
    • An Easier Way to Do Accounting
    • Getting Started in iMember Accounting
    • For your Trestleboard, February Officers' Checklist, Question of the Month
    • The post February 2025: An Easier Way to Do Accounting appeared first on Masons of California.

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      February 2025:
      An Easier Way to Do Accounting

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        An Easier Way to Do Accounting

        Since it was released in 2020, iMember 2.0 has made it easier than ever for California lodges to manage their roster, communicate with members, and interact with Grand Lodge. Now, Grand Lodge has activated a new—and potentially transformative—feature on the platform: accounting services. Previously, most California lodges used a system called Intacct, which required a basic understanding of accounting, says Maribel Pasamic, vice president of finance and controller for the Grand Lodge. The new system should be simple enough for anyone to operate.

        Getting Started in iMember Accounting

        First, log into iMember 2.0 through freemason.org. Next, navigate to the accounting dashboard by clicking the “$” icon.

        That will take you to the accounting dashboard. From this overview page, you can see tabs along the left-hand column including “Dues Owed” and “Payments Received. From this page, you can see your operating bank account and its balance. If your lodge has more than one account, you can see them both displayed from this page.

        Figure 1: This is just a demo page, so the version you will see when you click the $ icon will be somewhat different, but the basic features should be the same.

        One of the ways this tab so useful is its ability to create subaccounts. Subaccounts are effectively buckets of money within your checking account from which you are able to earmark money for special projects.

        So, let’s say you’re having a fish fry fundraiser. Instead of having to create special codes for various projects and trying to maintain a balance by comparing the incoming and outgoing numbers, iMember’s accounting platform subaccounts to easily receive, disburse, and track such funds. And once that fish fry fundraiser is over? Simply delete the subaccount and move on to your next project.

        This is just one way that the new accounting functionality of iMember 2.0 will make managing your lodge’s finances easier than ever before. Right now, this feature is only available for lodges, but hall associations should be able to use this feature sometime in 2026 or 2027.

        There are many more features within this software system that lodge secretaries and treasurers should familiarize themselves with. Free, online iMember accounting training sessions will be held later in February, so watch your email for details on those sessions. And all lodge officers should make a point of attending the 2025 Leadership Retreats this spring, which will offer special training sessions to help you get the most out of this system.

        And if at any point you have questions, just reach out to Grand Lodge’s financial services team by phone at 415-292-9170 or via email at financialservices@freemason.org.

        Message from the Grand Orator: Stop Searching, Start Seeing: Finding Your Compass Within the Chaos

        I write this from the heart, for those who are feeling swept away by day-to-day uncertainty. It’s easy to get lost in the cacophony of voices and pressures in the world, from technology and politics to global unrest. But there exists a timeless sanctuary within each of us. It’s a luminous spark that transcends time.

        Are we not all considered vessels? Maybe this uncertainty stems from not feeling anchored, and just floating around and being carried by external forces. What if you could control the narrative? What if you had access to the light you seek, 24 hours a day?

        This light is not some distant deity, and it doesn’t reside in a certain edifice or place. It’s the very essence of your being. It is the quiet voice of intuition, the spark of compassion, the unwavering compass guiding you toward truth. Yet we often abandon this inner sanctuary, feeling it’s not legitimate unless it’s being validated by a higher force—a religious group or some other congregation of thought.

        But consider a single ray of sunlight. It carries the same essence as the sun itself. Would you agree? Scripture teaches us that we are made in God’s image. So shouldn’t it stand to reason that you carry the essence of the divine within you?

        Hence, light is not something to seek outside of yourself, but rather to awaken within. It’s like defining the difference between learning something new and remembering something you forgot. Which is it? How do you know you didn’t already know it? Maybe you’re just remembering it again. 

        Life, after all, may be simply a labyrinth of remembering all over again, rather than a voyage of learning new and previously unknown things. Life is an awakening, recalling all that is within us. In other words, that which already exists.

        This is not about abandoning your faith or challenging your deity. This is about deepening it. I invite you to take a moment today to quiet your mind and listen to the whispers of your soul. You might be surprised by what you discover. Then, ask yourself where those whispers came from and who gave you those thoughts. And so the journey begins within.

        Carlos M. Diez Jr., Grand Orator

        Hall Insurance Program Open Enrollment Is Here

        Open enrollment for the Hall’s Insurance Program with Alliant is around the corner. If your hall association is already participating in the Grand Lodge-sponsored insurance program provided by Alliant Insurance Services, your hall has two options: 

        • Opt-in the program (i.e. renew with Alliant) or
        • Opt-out of the program

        Even if your hall is not making any changes to the policy, you must reply in writing (via email or regular mail) by completing the insurance information questionnaire sent to you by Alliant by the requested deadline.

        This is your hall’s yearly opportunity to validate and edit the data on file with Alliant including hall’s primary contact information for insurance purposes, building values, contents’ values, rental income (i.e. business interruption income), and any recent renovations or upgrades made to the building including roof replacement, ADA upgrades, and any relevant life and safety upgrades. Again, please be sure to respond to Alliant’s correspondence in a timely manner to ensure coverage will be bound for the April 1, 2025 policy cycle.

        If you have any insurance-related questions, please contact the Grand Lodge Real Estate team at realestate@freemason.org or call 415-292-9186.

        For Your Trestleboard

        Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

        Masonic Health Services:

        Services at MCYAF Across the Lifespan

        The Pavilion at the Masonic Homes

        Masonic Homes of California Resources

        Masonic Value Network


        Masonic Philanthropy:

        Masonic Youth Order Resources Library

        California Masonic Foundation Cornerstone Society

        February Officers' Checklist

        Stay on track of lodge business and prepare for important deadlines. Here’s your February checklist.

         Executive Committee

         Senior Warden

        • Review all candidates’ progress toward advancement.
        • Begin preparing 2026 program plan.
        • Begin preparing 2026 budget.
        • Begin preparing 2026 officer appointments.
        • Begin preparing 2026 installation of officers.
        • Prepare to attend 2025 Leadership Retreats.

         Secretary

        • Present secretary’s annual report to the lodge at stated meeting.
        • Continue to collect delinquent dues from members (were due on January 1).
        • Send list of members with late dues to the master for the Retention Committee.
        • Send any suspension notices.
        • Charity Committee considers remissions.
        • Review the list of suspended members sent to you by Grand Lodge and determine if your lodge wants to participate in the 2025 Restoration Campaign.
        • Budget for and prepare to attend 2025 Leadership Retreats.

         Treasurer

        • Present treasurer’s annual report to the lodge at stated meeting.
        • Prepare financial reports for Grand Lodge, to be filed by end of March (unless your lodge uses Intacct, in which case you do not need to submit anything).
        • If you haven’t yet, enroll your lodge in the Dues Invoicing Service. Lodges enrolled in this program saw more members pay their dues compared to lodges that did not participate. All lodges that participated last year will be enrolled again this year. Lodges enrolled in the program will be emailed about dues through December. To opt into or out of the program, contact Member Services.
        • Prepare to attend 2025 Leadership Retreats.

        Hall Association

        Audit Committee

        • Begin auditing lodge books, to be completed by end of April.

        Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

        Question of the Month

        Last month, we asked what types of resources your lodge could use more of. Of those who replied,

        • 50% - Help with prospecting
        • 25% - Help with media
        • 17% - Help with budgeting
        • 25% - Help with the ritual
        • 12% - Help with degree calendaring
        • 21% - Other, community awareness, onboarding new candidates, member engagement, hall association matters, lodge renovations (structural), oversight and guidance, help for the secretary and treasurer with iMember and the new accounting software

        Here's your next survey question.

        The post February 2025: An Easier Way to Do Accounting appeared first on Masons of California.

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        January 2025: Welcome New Officers: A Resource Guide https://freemason.org/the_leader/january-2025/ Wed, 01 Jan 2025 20:27:38 +0000 https://freemason.org/?post_type=the_leader&p=31231
      • Welcome New Officers: A Resource Guide
      • Useful Officer Online Resource
      • Quick Primer on Resources
      • For your Trestleboard, January Officers' Checklist, Question of the Month
      • The post January 2025: Welcome New Officers: A Resource Guide appeared first on Masons of California.

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        January 2025
        Welcome New Officers:
        A Resource Guide

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          Welcome New Officers: A Resource Guide

          If you’re starting this year off in your first officer’s seat—or even your second or third—you’re probably wondering what’s in store for the year ahead. As a lodge officer, you are the heart of the lodge, one of its leaders and one of the main drivers of its success. It’s a big job, but fear not! You’re not alone. You’ve got an entire officer’s line standing with you, plus the entire fraternity at your back. That’s a lot of institutional knowledge at the ready to help you problem solve.

          With that in mind, we’ve rounded out a list of useful resources from Grand Lodge to help you on your way to building and maintaining a strong lodge.

          Useful Officer Online Resources

          Keep these files handy—they may have answers to questions that will arise during your year in office. Some are old and some are new, but they contain valuable information. But what are all of these? Here, a brief summary of each: The Guide to Talking About Freemasonry is a great tool for sharing with current and prospective members. It’s broken up into simple FAQs with plain-language answers to common questions. Use it to learn:
          • The best ways to share the great work you do as a Mason with those in your social circle.
          • The role the fraternity plays in your life
          • Answers to some typical questions prospects have about the fraternity
          • Information on how the fraternity works and how lodges function
          The Guide to a Successful Masonic Information Campaign should help you and your lodge host an open house or other public event. It also includes information on:
          • What types of information you can and should share with folks, including the media
          • The best way to manage a media campaign, including how to advertise open houses and how to share information
          • Tips on hosting a successful open house
          • Template for an open house night schedule of events
          The Lodge Media Toolkit is a valuable resource to help you spread the word about the great work your lodge does in its community. It’s a handy and ready-to-use resource you can send to media outlets that explains what Freemasonry is and who its members are. Use this toolkit to introduce your local rag to your lodge. Also included are some tips on how to write the best press release and how best to communicate with the media. This Template for Interviewing Prospects is a must. In it you’ll find sample questions to ask and next steps to take to move prospects through the pipeline. There’s also the Take Five” Approach, which includes valuable tips on the Grand Lodge Member Services’ team’s basic approach to dealing with prospects, which boils down to:
          • One prospect
          • Meets two hosts
          • Over three get-acquainted meetings
          • As well as four lodge events
          • Over five months
          The Guide to Engagement and Retention will teach you how to keep members engaged in lodge, tips on orienting new members to the lodge culture, and ways to engage and keep tabs on widows. This handy compilation of guides and templates for Engaging Elderly Members and Widows. Included in this document are tips on keeping tabs on these folks and forms you can use when visiting them to identify and keep track of projects you can help them with around their house. Lastly, but perhaps most comprehensively, is this guide to building and maintaining a Vibrant Lodge. If you’re only able to read one of these resources, let this be the one. In it, you’ll learn:
          • How to nurture strong relationships between brothers
          • How to give memorable and meaningful degree ceremonies
          • Tips on the business side of serving as an officer, including how to manage the hall’s business accounts
          • And how best to support your local community

          Message from the Grand Chaplain: New Beginnings

          Each year on New Year’s Day, I change my Facebook cover photo to a picture of Janus, the Roman deity of doors, gates, beginnings, and transitions. He’s often depicted as having two faces: one looking forward, to the future, and one looking backwards to the past. I’ve always found Janus’ dualistic nature to be instructive, simultaneously incorporating the past and the future.

          One might ask what one’s past has to do with one’s future. For New Year’s, most people are concerned with new resolutions like making changes to their behaviors or habits—or, to put it more simply, with new beginnings. Yet in my work life, whenever I confront a complex matter, I am always able to resolve it simply by recalling some basics of law and dealmaking. Even though I learned those basics long ago, I write them out each time because doing so helps me work through the issues.

          I find this to be useful in my personal life and relationships as well. For those, the basics are the principles and values of Freemasonry. Remembering that I should treat each person fairly (the square); that like others I can be influenced by my passions and prejudice (the compass); that each person derives from the GAOT and is as human as me (brotherly love); that like others I am imperfect but can improve (the ashlars)—these Masonic “basics” help me figure out how to resolve the issues I have with myself and others.

          As we begin 2025, remember, my brothers, that even in the most trying of times, not only are you capable of making a new beginning for yourself and your community, you already have the tools you need to effectuate that positive change.

          Wishing everyone a Happy New Year!

          David Ferreria, Grand Chaplain

          Hall Insurance Program Open Enrollment Is Here

          Open enrollment for the Hall’s Insurance Program with Alliant is around the corner. If your hall association is already participating in the Grand Lodge-sponsored insurance program provided by Alliant Insurance Services, your hall has two options: 

          • Opt-in the program (i.e. renew with Alliant) or
          • Opt-out of the program

          Even if your hall is not making any changes to the policy, you must reply in writing (via email or regular mail) by completing the insurance information questionnaire sent to you by Alliant by the requested deadline.

          This is your hall’s yearly opportunity to validate and edit the data on file with Alliant including hall’s primary contact information for insurance purposes, building values, contents’ values, rental income (i.e. business interruption income), and any recent renovations or upgrades made to the building including roof replacement, ADA upgrades, and any relevant life and safety upgrades. Again, please be sure to respond to Alliant’s correspondence in a timely manner to ensure coverage will be bound for the April 1, 2025 policy cycle.

          If you have any insurance-related questions, please contact the Grand Lodge Real Estate team at realestate@freemason.org or call 415-292-9186.

          For Your Trestleboard

          Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

          Masonic Health Services:

          Services at MCYAF Across the Lifespan

          The Pavilion at the Masonic Homes

          Masonic Homes of California Resources

          Masonic Value Network


          Masonic Philanthropy:

          Masonic Youth Order Resources Library

          California Masonic Foundation Cornerstone Society

          January Officers' Checklist

          Executive Committee

          • Hold installation of officers or continue to prepare for installation
          • Meet with the inspector to review your plan for the year
          • Prepare to attend the 2025 Leadership Summit, which for the first time includes the entire officer’s line. Retreats are held in Anaheim, San Ramon, Lake Tahoe, and Palm Springs.
          • Consider adding members to the Membership Restoration Campaign

          Senior Warden, along with Executive Committee

          • Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed
          • Prepare 2024 budget to present to the lodge in January
          • Ensure that all committee assignments have been determined. After installation as master, confirm audit, charity, and membership retention committee appointments.
          • Review all candidates’ progress toward advancement

          Secretary

          • Continue sending out dues notices and collecting member dues.
          • Begin preparing secretary’s annual report to present to the lodge in February.
          • Review the list of suspended members sent to you by Grand Lodge and determine if your lodge wants to participate in the 2025 Restoration Campaign.
          • Budget for, and prepare to attend, the 2025 Leadership Retreats 

          Treasurer

          • Begin preparing treasurer’s annual report to present to the lodge in February
          • Budget for, and prepare to attend, 2025 Leadership Retreats
          • Ensure that the lodge financial records are up to date and bank accounts are reconciled
          • If you haven’t yet, enroll your lodge in the Dues Invoicing Service. Lodges enrolled in this program saw more members pay their dues compared to lodges that did not participate. All lodges that participated last year will be enrolled again this year. Lodges enrolled in the program will be emailed about dues through December. To opt into or out of the program, contact Member Services.

          Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

          100 Percent Giving Lodges

          2024 Lodges with 100 Percent Officer Giving as of 12/31/2024

          Acalanes Fellowship No. 480
          Alameda No. 167
          American Canyon No. 875
          Andres Bonifacio No. 879
          Angels Gate No. 198
          Arcadia No. 278
          Artesia Sunrise No. 377
          Beverly Hills No. 528
          California No. 1
          Carquinez No. 858
          Conejo Valley No. 807
          Consuelo No. 854
          East San Diego No. 561
          Friendship No. 210
          Gardena Moneta No. 372
          Glendale No. 368
          Granada Hills No. 378
          Harding San Juan No. 579
          Ionic Composite No. 520
          Irvine Valley No. 671
          Lemon Grove No. 736
          Liberty No. 299
          Long Beach No. 327
          Los Angeles Harbor No. 332
          Martinez No. 41
          Metropolitan No. 352
          Mission No. 169

          MW John R. Heisner No. 442
          Napa Valley No. 93
          Newport Mesa No. 241
          Novus Veteris No. 864
          Oak Summit No. 112
          Oasis No. 854
          Olive Branch No. 269
          Orange Grove No. 293
          Orinda No. 122
          Pacific-Starr King No. 136
          Pasadena No. 272
          Petaluma-Hamilton No. 180
          Pleasanton No. 321
          Rosemead No. 457
          San Fernando No. 343
          San Leandro No. 113
          Seven Hills No. 881
          Simi Valley No. 806
          Suisun No. 55
          Temecula Catalina Island No. 524
          Texas No. 46
          The Downtown Masonic No. 859
          The Thirty-Three No. 878
          Torrance University No. 394
          Visalia No. 128
          Welcome No. 255
          Willow Glen No. 399

          Question of the Month

          Last month, we asked does your lodge have anyone trained as a lodge outreach coordinator? Of those who responded:

          • Yes = 43%
          • No = 57%

          Here's your next survey question.

          The post January 2025: Welcome New Officers: A Resource Guide appeared first on Masons of California.

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          December 2024: Through Masonic Outreach, Connect to Those in Need https://freemason.org/the_leader/december-2024/ Tue, 26 Nov 2024 20:40:53 +0000 https://freemason.org/?post_type=the_leader&p=30953
        • This Holiday Season, Reach Out to Those in Need
        • A Note from the Grand Orator
        • For Your TrestleBoard, December Officers' Checklist, Question of the Month
        • The post December 2024: Through Masonic Outreach, Connect to Those in Need appeared first on Masons of California.

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          December 2024:
          With Masonic Outreach, Connect to Those in Need

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            This Holiday Season, Reach Out to Those in Need

            The holidays are a time of cheer, at least for some. But for others, instead of fellowship, this time of the year brings a deep sense of loneliness. This is particularly true of our older members and widows. So, this holiday season, join the Masonic Outreach Services in connecting with those in your lodge most in need of assistance and bring some cheer to their holiday season.

            “The holidays can be a difficult time for some of our clients,” says Sol Silverman, director of Masonic Assistance and Outreach with the Masonic Homes of California. “For those in that stage of life, they can just be a reminder of lost loved ones.” According to Silverman, that’s all the more reason for lodges to take time this season to connect with their older members and widows. Wondering how best to go about that? Well, the Masonic Outreach program is here to help.

            Started over a decade ago, Masonic Outreach is a volunteer training program meant to boost the outreach efforts of lodges throughout the state. To date, more than 850 Masons have gotten registered as coordinators with the program—that’s hundreds of Masons who have taken it upon themselves to gain the tools and knowledge to become experts at connecting with members in need, including widows and elderly members of the fraternity.

            Those Mason volunteers, in turn, can help connect elderly members, widows, and other fraternal family members to important and often life-saving services either through the Masonic Homes or in their own community. These include:

            • Residence at the Masonic Homes' senior communities in Union City and Covina (including independent living, assisted living, and skilled nursing levels of care).
            • References to local care communities and in-home care, and other community-based services and benefits.
            • Mental health services through the Masonic Center for Youth and Families.
            • Care management through Masonic Outreach, including, for those who qualify, emergency financial support.
            • And much more.

            As Silverman notes, this outreach doesn’t have to be rocket science. “The goal is to create as many opportunities to connect as possible,” he says, “since every touchpoint exponentially increases how connected people feel.” That means a simple phone call checking in on members can go a long way. Even better, instead of a check-in, find reasons to offer help: Offer to put up and take down Christmas lights, or take them to their next doctor’s appointment. Or create a holiday event at the lodge outside of stated meetings and personally invite them to come. Want to make it super simple? “Just sending a Christmas card can show people you’re thinking of them,” Silverman says.

            The holidays are a time of giving, so this season, give the gift of connection and reach out to your older members and widows. “You can make a profound impact in the lives of your brothers and widows,” Silverman says, so just show up and show you care.

            Oh, and as you connect with your brothers and widows, remember that the Masonic Assistance team is here to help those in need and can be reached at 888-466-3642 or masonicasssistance@mhcuc.org.

            Need Help With Tips on Reaching Out?

            In addition to regular, in-person, trainings, the MOP offers this useful digital handbook for outreach that you can access anytime.

            A Note from the Grand Orator: A Masonic Journey Through the Noise

            Brethren,

            Each week, we gather in fellowship. This practice should prepare us for the divisions that strain our society. Our world is filled with external noise (TV, social media, etc.), even in our everyday conversations. This can shape our thoughts and emotion and, if unchecked, can unsettle the inner peace and harmony we strive to maintain.

            As Masons, we take a profound obligation: To be beacons of civility within our communities. This obligation goes beyond words. It guides our actions and conduct in the light of understanding and mutual respect. When the world around us is filled with discord, our role is to stand as examples of brotherhood, composure, and harmony—all rooted in the peace we nurture within.

            Our Masonic teachings constantly remind us that we aren't just recipients of the world's energy but active stewards of our own consciousness. By recognizing what we allow to influence our minds and hearts, we guard against the intrusion of negativity. We cultivate a peace that is uninterrupted by disturbances.

            Our degrees teach us who can "best work and best agree." This wisdom extends to all aspects of life, not just Masonry. They remind us that harmony begins within and prevails beyond the lodge's four walls. When public debates and disagreements overshadow one’s spiritual essence, they risk disturbing the delicate balance that makes you you. By choosing actions rooted in virtue and love, we maintain that sacred harmony the craft seeks to instill.

            Therefore, hold fast your commitments. Remind yourself you are the guarantor of your obligation because only you are with yourself 24 hours a day. Conduct yourself as the light and by doing so, you will embody the principles of our fraternity, promote peace, and will inspire those around you.

            Carlos Diez Jr.,
            Grand Orator of California

            For Your Trestleboard

            Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

            Masonic Health Services:

            Services at MCYAF Across the Lifespan

            The Pavilion at the Masonic Homes

            Masonic Homes of California Resources

            Masonic Value Network


            Masonic Philanthropy:

            Masonic Youth Order Resources Library

            California Masonic Foundation Cornerstone Society

            December Officers' Checklist

            Stay on track of lodge business and prepare for important deadlines. Here’s your December checklist.

            Executive Committee

            • Hold the installation of officers or continue to prepare for installation.
            • Meet with the inspector to review your plan for the year.
            • Prepare to attend the 2025 Leadership Retreats.

            Senior Warden, along with Executive Committee

            • Urge the presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.
            • Prepare the 2025 budget to present to the lodge in January.
            • Budget for, and prepare to attend, 2025 Leadership Retreats.
            • Ensure that all committee assignments have been determined. After installation as master, confirm audit, charity, and membership retention committee appointments.
            • Review all candidates’ progress toward advancement.

            Secretary

            • Continue sending out dues notices and collecting member dues.
            • Begin preparing the secretary’s annual report to present to the lodge in February.
            • Review the list of suspended members sent to you by Grand Lodge and determine if your lodge wants to participate in the 2025 Restoration Campaign.
            • Budget for, and prepare to attend, 2025 Leadership Retreats.

            Treasurer

            • Begin preparing the treasurer’s annual report to present to the lodge in February.
            • Budget for, and prepare to attend, 2025 Leadership Retreats.
            • Ensure that the lodge financial records are up-to-date and bank accounts are reconciled.

            Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

            100 Percent Giving Lodges

            2024 Lodges with 100 Percent Officer Giving as of 12/01/2024

            Acalanes Fellowship No. 480
            Alameda No. 167
            American Canyon No. 875
            Andres Bonifacio No. 879
            Angels Gate No. 198
            Arcadia No. 278
            Artesia Sunrise No. 377
            Beverly Hills No. 528
            California No. 1
            Carquinez No. 858
            Conejo Valley No. 807
            Consuelo No. 854
            East San Diego No. 561
            Friendship No. 210
            Gardena Moneta No. 372
            Glendale No. 368
            Granada Hills No. 378
            Ionic Composite No. 520
            Irvine Valley No. 671
            Lemon Grove No. 736
            Liberty No. 299
            Long Beach No. 327
            Los Angeles Harbor No. 332
            Martinez No. 41
            Metropolitan No. 352
            Mission No. 169
            MW John R. Heisner No. 442

            Napa Valley No. 93
            Newport Mesa No. 241
            Novus Veteris No. 864
            Oak Summit No. 112
            Oasis No. 854
            Olive Branch No. 269
            Orange Grove No. 293
            Orinda No. 122
            Pacific-Starr King No. 136
            Pasadena No. 272
            Petaluma-Hamilton No. 180
            Pleasanton No. 321
            Rosemead No. 457
            San Fernando No. 343
            San Leandro No. 113
            Seven Hills No. 881
            Simi Valley No. 806
            Suisun No. 55
            Temecula Catalina Island No. 524
            Texas No. 46
            The Downtown Masonic No. 859
            The Thirty-Three No. 878
            Torrance University No. 394
            Visalia No. 128
            Welcome No. 255
            Willow Glen No. 399

            Question of the Month

            Last month, we asked how many active prospects does your lodge have in its membership pipeline right now? Of those who responded:

            • 0 = 7%
            • 1-5 = 67%
            • 6-10 = 14%
            • 11+ = 12%

            Here's your next survey question.

            The post December 2024: Through Masonic Outreach, Connect to Those in Need appeared first on Masons of California.

            ]]>
            November 2024: Making Sense of Legislation https://freemason.org/the_leader/november-2024/ Wed, 30 Oct 2024 17:40:41 +0000 https://freemason.org/?post_type=the_leader&p=30478
          • Making Sense of Legislation
          • What's on the Ballot
          • Reminder: Dues Are Due!
          • For Your TrestleBoard, November Officers' Checklist, Question of the Month
          • The post November 2024: Making Sense of Legislation appeared first on Masons of California.

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            November 2024:
            Making Sense of Legislation

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              Making Sense of Legislation

              The California Masonic Code, the legal document that governs the way the state fraternity and its lodges operate, runs to 294 pages. It stipulates everything from how lodges should handle officer vacancies to approving lodge expenditures and instituting Masonic trials. It’s a dense, technical, and often difficult document to parse, at least for the layman.

              All of which is to say that it’s not surprising that even the most engaged Masons might need a little bit of a primer when it comes to understanding changes to the Code. But we’ve got you covered. Here, a plain-language breakdown of the legislation debated during this year’s Annual Communication.

              What's on the Ballot

              Each year at Annual Communication, the Grand Lodge (comprised of past grand masters, Grand Lodge officers, and representatives of every constituent lodge) come together to debate and vote on legislation for the coming fraternal year. That’s comprised of Grand Master’s recommendations, carryover legislation from the previous year, and newly proposed legislation. Here is the legislation that was debated this year.

              Grand Master’s Recommendation No. 1: Simplifies and modernizes service and notice requirements under Part 14 of the California Masonic Code.

              What it means: This is the first of three recommendations aimed at streamlining the Masonic trial process. This decision changes the way members who have charges brought against them are alerted. Currently, that has to happen either in person or through certified mail. If passed, this recommendation would allow for e-mail and standard mail to be used instead—potentially speeding up and reducing the cost and effort associated with reaching those members.

              Result: Passed.

              Grand Master’s Recommendation No. 2: Eliminates the certification requirements for certain documents under Part 14 of the California Masonic Code.

              What it means: Similar to the first recommendation, this decision would do away with the need for lodge officials to obtain officially certified court documents signed by a county clerk in cases in which a member has been accused of committing a crime of “moral turpitude.” Instead, those documents can be accessed via the court’s web system.

              Result: Passed.

              Grand Master’s Recommendation No. 3: Suspensions of members who fail to plead to charges of unmasonic conduct.

              What it means: This provides a remedy in the event that a member does not respond to a charge against them, allowing the Grand Master to suspend their membership until they respond.

              Result: Passed.

              Grand Master’s Recommendation No. 4: Updates required applicant contributions and contribution amounts.

              What it means: When applicants submit their requests for membership, the Code dictates that they must include a contribution of $25 to the Masonic Homes of California; $9 to the California Masonic Memorial Temple fund; and $15 to the George Washington Masonic Memorial. In some cases, those figures were established decades ago—the donation to MHC was established in 1925 and hasn’t changed since, while the CMMT fund was established as part of the “day’s wages” campaign launched in 1954. This decision would instead make applicant contributions set by the Grand Lodge budget that’s adopted each year, and add a required gift to the California Masonic Foundation. Note that if passed, this would not take effect until the adoption of the 2025-26 budget.

              Result: Carry-over.

              Grand Master’s Recommendation No. 5: Lengthens restoration repayment period provided to Masons suspended for non-payment of dues and dues grace period for members on active military combat duty.

              What it means: A member suspended for non-payment of dues can be automatically restored to good standing if they repay their outstanding dues within two years of being suspended. This decision would increase that time period to three years from the time of suspension; beyond that, their restoration is depended on a 2/3 vote of the lodge. The same three-year period would also apply to the dues grace period for active-combat duty members of the service.

              Result: Passed.

              Grand Master’s Recommendation No. 6: Modifies lodge vote required to restore a Mason suspended for non-payment of dues.

              What it means: As mentioned above, if a member is suspended for longer than two years (or three if GM Rec No. 5 passes), their restoration is subject to a vote of their lodge. This recommendation would change the vote threshold from 2/3 to a simple majority, as other financial matters are.

              Result: Carry-over.

              Grand Master’s Recommendation No. 7: Allows for a plain language text ritual that does not include the secrets of Freemasonry.

              What it means: If passed, this recommendation would direct the Grand Lodge to develop a plain-language version of the ritual that excludes the “secrets of Freemasonry,” here defined as the words, signs, and modes of recognition. The current ritual, which includes the cipher, would also remain in publication. Many other grand lodges, especially abroad, produce a similar plain-language ritual text.

              Result: Failed.

              Grand Master’s Recommendation No. 8: Clarifies procedures to approve alternate rituals.

              What it means: A growing number of California lodges have expressed an interest in practicing alternate versions of the Masonic ritual, typically the craft degrees of the Scottish Rite (as are commonly practiced in Europe and Latin America). At present, that is only allowed in cases in which lodges have a historic connection to a ritual other than the Preston-Webb, or California, ritual, and with the approval of the Grand Master and Grand Lecturer (as in the cases of La France No. 880 and La Parfaite Union No. 17). If passed, this recommendation would establish standards under which any lodge could have that option without requiring an individual piece of legislation.

              Result: Carry-over.

              Grand Master’s Recommendation No. 9: Requires submission of Grand Lodge officer nominations and biographical sketches at least 60 days prior to Annual Communication.

              What it means: Delegates are typically provided with biographical information about nominees for Grand Lodge officer positions in advance of Annual Communication, except in the case of a nomination from the floor. This recommendation would require that candidates are nominated 60 days prior to Annual Communication so they appear on the ballot.

              Result: Failed.

              Grand Master’s Recommendation No. 10: Permits the Grand Master to appoint an assistant grand lecturer who is a past master of any constituent lodge.

              What it means: Currently, an AGL is required to be a past master of a lodge in their district. This would allow an AGL to serve in a district other than the one in which he is a past master. They would still be required to be a past master of another California lodge, and to belong to a lodge in their district. (So, for instance, a past master of a lodge in Los Angeles could serve as an AGL in a Northern California district if they moved there and affiliated with a local lodge.)

              Result: Passed.

              Grand Master’s Recommendation No. 11: Permits a secretary to serve as master, warden, or secretary of another lodge.

              What it means: This decision permits a member to serve as a secretary in two lodges, or as an officer in a second lodge. The context here is that many of the most time-intensive duties of the secretary, such as dues collection, have been centralized by Grand Lodge systems, meaning it’s more feasible than ever before to serve two lodges simultaneously. A similar piece of legislation was introduced in 2023 but did not pass.

              Result: Carry-over.

              Grand Master’s Recommendation No. 12: Shortens the process required by the California Masonic Code for lodge consolidation.

              What it means: As more lodges adopt a quarterly stated meeting schedule, the current rules that require four stated meetings to effect a consolidation means that process can drag on for a year or more. Under this proposal, a consolidation can occur after two stated meetings (one to establish a committee, one to agree on the terms of the consolidation) and a special meeting to vote on the consolidation.

              Result: Passed.

              Carryover Resolution No. 23-01: Permits lodges to email meeting minutes to members.

              What it means: Coming out of the pandemic, lodges have moved certain processes online. This proposal would allow them to email meeting minutes to members in advance of a stated meeting. In 2023, this proposal received 54.38 percent approval, short of the 5/6 vote required to pass; as carryover legislation, it now requires a 2/3 vote.

              Result: Passed.

              Carryover Resolution No. 23-03: Allows special meetings to be held on the same day as a stated meeting.

              What it means: This would allow lodges to hold both a stated meeting and a special meeting—such as a Fellow Craft or Master Mason degree—on the same day. (Entered Apprentice degrees already happen the same day as a stated meeting.) This received 82.69 percent of the vote last year, just shy of the required 83 percent; it needs a 2/3 vote this year.

              Result: Passed.

              Carryover Resolution No. 23-05: Permits a lodge to designate the voting past master at Annual Communication.

              What it means: Each lodge is entitled to votes at the Annual Communication from its master, senior warden, and junior warden, as well as one ballot reserved for that lodge’s past masters. That ballot is usually given to the first past master to register. This recommendation would allow lodges to designate which past master it elects to receive that ballot. This measure received just over 70 percent of the vote last year; it needs 66 percent this year.

              Result: Failed.

              2024 Resolution No. 24-01: Makes third degree proficiency a prerequisite for nomination to the officer of master, senior warden, or junior warden.

              What it means: Currently, members are allowed to be elected to a pedestal office before they’ve fulfilled the Master Mason proficiency. (They have to pass in order to be installed.) If passed, this resolution would require those nominees to pass the proficiency in advance of standing for election.

              Result: Carry-over.

              A Note from the Grand Chaplain: From Words, a Family

              Brothers,

              Most Worshipful Salazar has given me and the Grand Orator the opportunity to share our thoughts with you via alternating columns in The Leader, and I’m pleased to write the first of these messages.

              Autumn is a period of grounding for me. The holiday season begins, my work slows down, and I’m afforded time with family and friends. My family has always provided the means for me to ground myself; and as a child, “family” included extended family. My parents came to the U.S. from the Philippines, and my extended family is large and cosmopolitan. Growing up, our Thanksgivings were huge gatherings where 20 or more kids would play together and happily devour a smorgasbord of cuisines prepared by parents, aunts, and uncles. Those gatherings grounded me by giving me a sense of belonging and exemplifying love and values.

              I am now blessed to belong to another large family: the Masonic family. It is unlike any other. It is not defined by blood relation, religion, nationality, ethnicity, or any other category. My brothers, when you think about what makes us Masons, what binds us together, it is nothing more (and nothing less) than a promise: words that are spoken and then so committed to our hearts and minds that they are reflected in our everyday acts. Via Masonic groups, millions of people throughout the world are organizing themselves for good and being a family simply because they choose to say so and then follow through on those words. What a gift from the divine! As an adult, living in a complicated world, the Masonic family provides the earth for me to ground myself by showing me what can be accomplished by one’s word and a commitment to it. And for that, I remain inspired and grateful that we each endeavor to emulate the Great Architect and to be a “man of his word.”

              Sincerely and fraternally,

              David Ferreria,
              Grand Chaplain

              For Your Trestleboard

              Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

              Masonic Health Services:

              Services at MCYAF Across the Lifespan

              The Pavilion at the Masonic Homes

              Masonic Homes of California Resources

              Masonic Value Network


              Masonic Philanthropy:

              Masonic Youth Order Resources Library

              California Masonic Foundation Cornerstone Society

              November Officers' Checklist

              Stay up to date with lodge business. Here’s your November checklist: 

              Executive Committee 

              • Along with the lodge, elect officers.
              • Meet with the inspector to review your plan for the year.
              • Budget for, and prepare to attend, 2025 leadership retreats.
              • Consider adding members to the Membership Restoration Campaign. 

              Senior Warden, along with Executive Committee 

              • Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.
              • Urge the presumptive master, wardens, and senior deacon to qualify early with the inspector in their office’s ritual.
              • Urge respective officers to answer the master, senior warden, and junior warden questions early.
              • Identify and approach members for the 2025 Audit, Membership Retention, and any other committees.
              • Set 2025 lodge calendar and identify event leaders.
              • Continue preparing 2025 budget.
              • Finalize your installation date/venue and prepare the installing team.
              • Review all candidates’ progress toward advancement.

              Secretary 

              • Transmit certificates of election in iMember. Remember, you do not need to mail these physically into the Grand Lodge. They can be given as a souvenir to the installed officer.
              • Verify your lodge dues and per capita in iMember and, if you haven’t yet, enroll your lodge in the Dues Invoicing Service. Lodges enrolled in this program saw more members pay their dues compared to lodges that did not participate. All lodges that participated last year will be enrolled again this year. Lodge enrolled in the program will be emailed about dues beginning in November. To opt into (or out of) the program, contact Member Services.

              Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

              100 Percent Giving Lodges

              2024 Lodges with 100 Percent Officer Giving as of 10/18/2024

              Acalanes Fellowship No. 480
              Alameda No. 167
              American Canyon No. 875
              Andres Bonifacio No. 879
              Angels Gate No. 198
              Arcadia No. 278
              Artesia Sunrise No. 377
              Beverly Hills No. 528
              California No. 1
              Carquinez No. 858
              Conejo Valley No. 807
              Consuelo No. 854
              East San Diego No. 561
              Friendship No. 210
              Gardena Moneta No. 372
              Glendale No. 368
              Granada Hills No. 378
              Ionic Composite No. 520
              Irvine Valley No. 671
              Lemon Grove No. 736
              Long Beach No. 327
              Los Angeles Harbor No. 332
              Martinez No. 41
              Metropolitan No. 352
              Mission No. 169
              MW John R. Heisner No. 442

              Napa Valley No. 93
              Newport Mesa No. 241
              Novus Veteris No. 864
              Oak Summit No. 112
              Oasis No. 854
              Olive Branch No. 269
              Orange Grove No. 293
              Orinda No. 122
              Pacific-Starr King No. 136
              Pasadena No. 272
              Petaluma-Hamilton No. 180
              Pleasanton No. 321
              Rosemead No. 457
              San Fernando No. 343
              San Leandro No. 113
              Seven Hills No. 881
              Simi Valley No. 806
              Suisun No. 55
              Temecula Catalina Island No. 524
              Texas No. 46
              The Downtown Masonic No. 859
              The Thirty-Three No. 878
              Torrance University No. 394
              Visalia No. 128
              Welcome No. 255
              Willow Glen No. 399

              Question of the Month

              Last month, we asked how your lodge recognizes Public Schools Month. Of those who responded:
              • 37% - Raise/donate money to local schools
              • 25% - Host an event at the lodge
              • 25% - Nothing
              • 7% - Donate to Raising a Reader
              • 6% - Volunteer at a local school
              • Other - Our lodge donated supplies needed by a local school.
              • Hosted return to school luncheon for teachers.
              • Supported a Home School program.
              • Presented two scholarships to graduating high school students.
              • We donated money to our local elementary school so they could take one grade level on a field trip. We also had a dinner for some staff and teachers to show our appreciation and bought them school supplies for them. One of the biggest hits was stress balls! They had a blast!!
              • Gave scholarships.
              • Sponsor a field trip.
              • Donate school supplies.
              • Dinner and program with principal and 17 teachers.
              Here's your next survey question.

              The post November 2024: Making Sense of Legislation appeared first on Masons of California.

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              October 2024: Making it Easier than Ever to Maintain Membership https://freemason.org/the_leader/october-2024/ Fri, 27 Sep 2024 16:47:38 +0000 https://freemason.org/?post_type=the_leader&p=29477
            • Making it Easier than Ever to Maintain Membership
            • A Convenient Way to Collect Dues
            • Signing up and Using the Service
            • For Your Trestleboard, October Officers' Checklist, Question of the Month
            • The post October 2024: Making it Easier than Ever to Maintain Membership appeared first on Masons of California.

              ]]>

              October 2024:
              An Easier Way to Pay Dues

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                An Easier Way to Pay Dues

                This one’s for the secretaries out there: If you could save hours of your time and cut costs for your lodge, would you do it? Of course you would! That is, in short, the idea behind the new dues invoicing service from Grand Lodge.

                More than 200 lodges have already opted into the program, and on average, they've seen 80 percent of members pay their dues on time—a significant increase compared to those not using the service. “For some lodges, that’s a huge increase from what they usually see,” says Grand Lodge member services supervisor Jason Harding. That means fewer suspensions—and a better membership experience for everyone.

                "It’s another tool that Grand Lodge is giving lodges to leverage their membership so they can keep doing the great work they do,” Harding says.

                It's not the only way that paying dues has gotten simpler in recent years. That includes online dues payments through iMember2.0, as well as a new way to pre-pay your dues in advance, and new options for partial dues remission.

                The Grand Lodge dues invoicing system means that rather than having each lodge's secretary assume the responsibility of reminding members of their dues and collecting them, all that work can be done centrally. Grand Lodge will send members reminders and, if necessary, delinquency notices. “This takes the administrative and financial burden off the shoulders of the lodge,” Harding says.

                It’s important to remember that the dues invoicing service doesn’t change the way members actually pay their dues. “Members can still send their checks to the lodges or easily pay online using iMember 2.0,” Harding explains. What it does do is save the lodge worry and money – something all lodges could benefit from. And signing up is as easy as giving Grand Lodge a call at (415) 292-9180 or emailing them at memberservices@freemason.org and telling them you want to opt into the program.

                Signing Up and Using the Service

                Note: Lodges that participated in this service last year will automatically be enrolled again this year. If your lodge would like to either enroll in the service or unenroll, contact Member Services at memberservices@freemason.org or (415) 292-9180 by October 15. Here’s how the service works:
                • All lodges, whether or not they use the dues invoicing system, must confirm their current dues structure by logging into iMember and verifying the information on the dues and payments dashboard.
                  • Paying by check: If a member belongs to only one lodge, the return address for the check will be his lodge secretary's. We heard good feedback from members and secretaries that this would help facilitate easier payment of dues. If a member belongs to more than one lodge, the return address for the check will be the Grand Lodge, which will split payments out to lodges.
                  • Paying by credit card: Beginning after Annual Communication, members can pay by credit card on iMember 2.0 for the 2025 year. Credit card transaction fees will be automatically added to the member’s transaction, unless the lodge directs otherwise.After Annual Communication, Grand Lodge will begin emailing and mailing a physical dues notice to members of those lodges that opted into the program. Members may pay by check or credit card.
                • All members can access their virtual dues card through iMember 2.0, where they can also print a physical copy.

                For Your Trestleboard

                Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

                Masonic Health Services:

                Services at MCYAF Across the Lifespan

                The Pavilion at the Masonic Homes

                Masonic Homes of California Resources

                Masonic Value Network


                Masonic Philanthropy:

                Masonic Youth Order Resources Library

                California Masonic Foundation Cornerstone Society

                October Officers' Checklist

                Stay on track of lodge business and prepare for important deadlines. Here’s your September checklist.

                Executive Committee

                • Make plans for your lodge master, wardens, or other representatives to attend Annual Communication. Your vote is important to the future of Freemasonry in California. Hotels are going fast so make sure to reserve yours today!

                Senior Warden, along with Executive Committee

                • Identify and approach members for the 2025 Audit, Membership Retention, and any other committees.
                • Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.
                • Urge the presumptive master, wardens, and senior deacon to qualify early with the inspector in their office’s ritual.
                • Urge respective officers to answer the master, senior warden, and junior warden questions early.
                • Set calendar for 2025 and identify event leaders.
                • Continue preparing 2025 budget.
                • Finalize your installation date/venue and prepare the installing team.
                • Review all candidates’ progress toward advancement. 

                Junior Warden

                • Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.  

                Secretary

                • Grand Lodge has centralized the dues process to allow members to pay their annual dues directly into the system via credit card. See previous issues of the Leader for more information. 
                • Prepare to send out dues notices and begin collecting member dues starting Oct. 31.

                Treasurer

                • If your lodge has employees and is not using the Paychex Payroll System, file quarterly federal payroll tax form 941 (unless IRS has approved an annual filing of form 944, due in February).
                • If your lodge has employees and is not using the Paychex Payroll System, file quarterly state payroll tax form DE9/DE9C and deposit form DE88.
                • If lodge per capita has not yet been paid, submit payment ASAP.

                Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

                100 Percent Giving Lodges

                2024 Lodges with 100 Percent Officer Giving as of 9/26/2024

                Alameda No. 167
                American Canyon No. 875
                Andres Bonifacio No. 879
                Arcadia No. 278
                Artesia Sunrise No. 377
                Beverly Hills No. 528
                Carquinez No. 858
                Conejo Valley No. 807
                East San Diego No. 561
                Gardena Moneta No. 372
                Granada Hills No. 378
                Ionic Composite No. 520
                Lemon Grove No. 736
                Martinez No. 41
                Metropolitan No. 352
                MW John R. Heisner No. 442

                Napa Valley No. 93
                Oak Summit No. 112
                Olive Branch No. 269
                Orange Grove No. 293
                Orinda No. 122
                Pasadena No. 272
                Petaluma-Hamilton No. 180
                Pleasanton No. 321
                Rosemead No. 457
                San Fernando No. 343
                Suisun No. 55
                Torrance University No. 394
                Visalia No. 128
                Welcome No. 255
                Willow Glen No. 399

                Question of the Month

                Last month, we asked whether your lodge has a new (first-time) master standing for election for the 2025 year. Of those who replied,

                • 42% - Yes
                • 58% - No

                Here's your next survey question.

                The post October 2024: Making it Easier than Ever to Maintain Membership appeared first on Masons of California.

                ]]>
                September 2024: Installation Season is Coming https://freemason.org/the_leader/september-2024/ Thu, 29 Aug 2024 21:06:07 +0000 https://freemason.org/?post_type=the_leader&p=28985
              • Installation Season is Coming!
              • Getting Ready for Installations
              • September Is Public School Month
              • For Your Trestleboard, September Officers' Checklist, Question of the Month
              • The post September 2024: Installation Season is Coming appeared first on Masons of California.

                ]]>

                September 2024:
                Installation Season is Coming!

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                  Installation Season is Coming!

                  If it’s almost pumpkin-spice latte season, that can mean only one thing to a California Mason: Installations are coming soon!

                  While the ceremonial introduction of next year’s class of lodge officers typically doesn’t happen until December or January, it’s definitely not too early to start planning for what can—and really should—be a big day. Here, a few veterans of lodge leadership offer some tips and strategies for planning for a successful installation.

                  Getting Ready for Installations

                  ASSEMBLE YOUR TEAM: No two lodges seem to do it exactly the same way, but in general, it’s up to the outgoing master to consult with the incoming master on planning the next year’s officers’ installation, from scheduling to picking a venue, ordering food or other entertainment, and finalizing costs (typically covered in the outgoing master’s annual budget). “It’s really a team effort,” says Tony Albright, a longtime secretary at Chula Vista No. 626. “All the officers should play a part.” That said, the precise division of labor tends to be different from one lodge to another; some lean on their entertainment committees to help plan the event. Meanwhile, at California No. 1, longtime officers’ coach Barry Gwin jokes that, “For us, it’s not a democracy—it’s a benevolent dictatorship. The master is in charge.”  In any case, make sure everyone involved knows what’s expected of them.

                  GET READY: Beginning in August, most lodges should be in “advanced stations,” meaning officers should start occupying the chairs they intend to fill in the coming year for rehearsals or degrees. By October, candidates for officers’ positions should have been qualified by a district inspector. (And if they haven’t yet, get on it!) Once elections come in early November, you’ll want to dive right into rehearsals for the installation. “You don’t want to wait until the last minute,” says Gwin, who’s also a past master of California No. 1. That said, don’t be afraid to push someone into the deep end if they express an interest in lodge leadership. Allowing members to practice for and fill in at different stations during the degrees gives them a chance to get qualified for those chairs and perhaps give them a push to jump into lodge leadership. It also keeps things fresh and interesting.

                  INVOLVE FAMILIES: So much of what happens in lodge is not open to the public. Officers’ installations are one of the major exceptions, so make sure members know they’re a family-friendly affair. By involving members’ wives or partners, you’ll underscore that point. At William Rhodes Hervey No. 767 in Los Angeles, current master Rex Cabado says it’s common for the wives of members to help decorate the lodge hall in preparation for installation, which not only brings families into the mix, but also helps bring down the cost of what can be a fairly large and complex event. That night also serves as a dress rehearsal and celebration.

                  MAKE IT A PARTY: It shouldn’t be the only big event your lodge puts on, but an officers’ installation is a great opportunity to bring outsiders into the hall and give them a peek into what Freemasonry is all about. For instance, last year’s installation at Sons of the Desert No. 226 in San Mateo doubled as that lodge’s 150th anniversary celebration. Then-incoming (and current) master Oleskii Chuiko invited the town’s mayor, several members of city council, and other fraternal organizations like the Elks and Rotary to attend the event, which saw attendance blow well past his venue’s capacity. (The mayor wrote him a three-page handwritten letter of thanks afterward, he says.) That, in turn, has helped the lodge build important relationships locally. “An installation is such a great opportunity to showcase who we are and what we do in the community,” Chuiko says. “When we work together, we can do so much more for our communities.”

                  September Is Public Schools Month

                  As California Masonry celebrates more than 100 years of Public Schools Month, support for our schools, teachers, and students has never been more important. Even after returning to in-person learning, our schools are still facing significant challenges related to funding, staffing, and support. The result is that students are falling behind. In many cases, the achievement gap in California’s schools is widening at an extraordinary pace. It is up to organizations like the Masons of California to help close gaps in funding, technology, and materials that our schools require to ensure that students have equal access to learning and a safe and healthy environment in which to grow.

                  For more than a century, California Masons have been vocal and active supporters of our public schools, donating their time, money, and energy to provide the resources and support they need to fulfill their potential. In that spirit, I call on California Masons to take this opportunity to work together as individuals, lodges, and as a statewide fraternity to provide aid to their local schools; tutor or mentor students in their community; organize lodge events to improve school grounds and to ensure that students, teachers, and administrators have the equipment they require; and donate to the California Masonic Foundation so that all kids in California have access to the support and materials they need to succeed in school and in life.

                  For Your Trestleboard

                  Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

                  Masonic Health Services:

                  Services at MCYAF Across the Lifespan

                  The Pavilion at the Masonic Homes

                  Masonic Homes of California Resources

                  Masonic Value Network


                  Masonic Philanthropy:

                  Masonic Youth Order Resources Library

                  California Masonic Foundation Cornerstone Society

                  100 Percent Giving Lodges

                  2024 Lodges with 100 Percent Officer Giving as of 8/23/2024

                  American Canyon No. 875
                  Beverly Hills No. 528
                  Granada Hills No. 378
                  Ionic Composite No. 520
                  Martinez No. 41
                  Oak Summit No. 112
                  Orange Grove No. 293
                  Orinda No. 122
                  Pasadena No. 272
                  San Fernando No. 343
                  Welcome No. 255
                  Willow Glen No. 399

                  September Officers' Checklist

                  Stay on track of lodge business and prepare for important deadlines. Here’s your September checklist.

                  Executive Committee

                  • Make plans for your lodge master, wardens, or other representatives to attend Annual Communication this October. Your vote is important to the future of Freemasonry in California. Tickets are going fast for the Grand Master’s Gala and Partners and Families Lunch, as are hotel rooms. If you haven’t yet, be sure to register now.

                  Senior Warden, along with Executive Committee

                  • Identify and approach members for 2025 open elected and appointed officer positions.
                  • Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.
                  • Urge respective officers to answer the master, senior warden, and junior warden questions early.
                  • Identify and approach members for the 2025 Audit, Membership Retention, and any other committees.
                  • Set calendar for 2025 and identify event leaders.
                  • Continue preparing 2025 budget.
                  • Set installation date and approach installing officer, master of ceremonies, and chaplain.
                  • Review all candidates’ progress toward advancement.
                  • Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.  

                  Junior Warden

                  • Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

                   Secretary

                  • If lodge per capita has not yet been paid, submit payment ASAP.
                  • Prepare to send out dues notices and begin collecting member dues, starting Oct. 31. 

                  Treasurer

                  • If lodge per capita has not yet been paid, submit payment ASAP.

                  Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

                  Question of the Month

                  Last month, we asked if your lodge expects to reach 100 percent officer giving. Of those who replied,

                  • 61% - Yes
                  • 39% - No

                  Here's your next survey question

                  The post September 2024: Installation Season is Coming appeared first on Masons of California.

                  ]]>
                  August 2024: 100 Percent Officer Giving https://freemason.org/the_leader/august-2024/ Fri, 26 Jul 2024 22:01:58 +0000 https://freemason.org/?post_type=the_leader&p=28686
                • 100 Percent Officer Giving
                • Getting to 100: A Primer
                • For Your Trestleboard,August Officers' Checklist, Question of the Month
                • The post August 2024: 100 Percent Officer Giving appeared first on Masons of California.

                  ]]>

                  August 2024:
                  100 Percent Officer Giving

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                    100 Percent Officer Giving

                    Rodney Owen describes Oak Summit No. 112, as a “very heavy volunteer and donation type of lodge.” And for good reason.

                    In recent years, the lodge has supported the local Rainbow for Girls assembly by manning a fireworks booth in the leadup to July 4; fundraised for the Eastern Star chapter that shares its lodge hall in tiny Knights Ferry (Stanislaus County); and held events for the town’s only elementary school. There are also booths to man and help to provide at all manner of local fairs and festivals—even an annual Civil War reenactment. “It’s a great way to show our flag and have people see us,” says Owen, who’s been lodge secretary the past 11 years.

                    So when the proposal to join the California Masonic Foundation’s 100 percent officer giving club was first proposed, it was a no-brainer.

                    Now, several years later, giving isn’t just an expectation of the lodge. It’s part of the group’s DNA. “It’s just something we do,” says the current master, Neil Casey, matter-of-factly. “We’re all friends and decided it was something that’d be good to do. So we did.”

                    If giving back comes easily to the small-town lodge, it’s at least partly due to a culture of philanthropy that’s been years in the making. But there are steps any lodge can take to build those habits, whether they’ve been donating for years or want to start today.

                    Getting to 100: A Primer

                    Being a 100 percent officer giving lodge is as straightforward as it sounds. On top of helping support the charitable programs of the California Masonic Foundation, it’s also a powerful example to set for the rest of the lodge, who see their leaders fulfilling their Masonic obligations before them. Here, a few tips on creating just that kind of culture.

                    SET THE EXPECTATION: One of the reasons that officers as Oak Summit have had no problem with having to cajole one another into making a yearly pledge is that they come into their roles knowing full well that giving back is part of the job. “Every officer knows it’s an expectation,” Owen says. “You’re going to make that donation.”

                    WHO’S IN CHARGE? Many lodges have philanthropy committees that handle gift-giving. At Oak Summit, it’s the shared responsibility of the secretary and treasurer to collect payment from officers. (The lodge actually writes a check from its own account.) Daly says that if an officer is hard up and unable to pay, he’ll cover their suggested donation himself. “The way I look at it is, when I take my four grandkids to lunch, that’s about the same price as the donation,” he says. “If a person is on a pension or living on Social Security, that shouldn’t prevent you from being an officer and being part of the 100 percent giving,” he says, before adding: “We have not had anyone not write that check.” Anniversary-level gifts are $174 this year in recognition of the fraternity’s founding 174 years ago.

                    REPORT BACK: Masons tend to be exceedingly modest about the good they do for others. But an important part of 100 percent officer giving is the example it sets for others. That’s why it’s important to let the rest of the lodge know that it’s been done, and why. That goes for all kinds of charitable programs, too. “My theory is that you ought to spend time in lodge meetings not just on lodge business, but talking about the good things you’re doing for the community,” Owen says. “That’s how you get people to come back.”

                    GO SEE IT! Members, including lodge officers, are far more likely to feel compelled to give when they know where their money is going and who it’s supporting. So make a point of having your lodge visit the Masonic Homes in Union City or Covina, or request a presentation from Masonic Outreach Services. Help with a book-bag-stuffing party with Raising a Reader. Have a member of the Public Schools Advisory Council talk to the lodge about their work with schools, or ask one of the Foundation’s team members to talk about their scholarship programs. See the effects of those dollars on the world around you!

                    2024 Lodges with 100 Percent Officer Giving (So Far)

                    American Canyon No. 875
                    Beverly Hills No. 528
                    Granada Hills No. 378
                    Ionic Composite No. 520
                    Martinez No. 41
                    Oak Summit No. 112
                    Orange Grove No. 293
                    Orinda No. 122
                    Pasadena No. 272
                    San Fernando No. 343
                    Welcome No. 255

                    For Your Trestleboard

                    Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

                    Masonic Health Services:

                    Services at MCYAF Across the Lifespan

                    The Pavilion at the Masonic Homes

                    Masonic Homes of California Resources

                    Masonic Value Network


                    Masonic Philanthropy:

                    Masonic Youth Order Resources Library

                    California Masonic Foundation Cornerstone Society

                    August Officers' Checklist

                    Stay on track of lodge business and prepare for important deadlines. Here’s your August checklist.

                     Executive Committee

                    • Make plans for your lodge master, wardens, or other representatives to attend the Annual Communication this October. 

                    Senior Warden, along with Executive Committee

                    • Identify and approach members for 2025 open elected and appointed officer positions.
                    • Urge presumptive master, wardens, and senior deacon to perform their Master Mason’s proficiency soon, if not already completed.
                    • Urge respective officers to answer the master, senior warden, and junior warden questions early.
                    • Identify and approach members for the 2025 Audit, Membership Retention, and any other committees.
                    • Set calendar for 2025 and identify event leaders.
                    • Continue preparing 2025 budget.
                    • Set installation date and approach installing officer, master of ceremonies, and chaplain.
                    • Review all candidates’ progress toward advancement.
                    • Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold. 

                    Junior Warden

                     Secretary

                    • Pay lodge per capita.
                    • Prepare semi-annual report of membership activity, due in August.

                    Treasurer

                    • Pay lodge per capita.
                    • Prepare semi-annual report of membership activity, due in August.
                    • If your lodge has employees, file quarterly federal payroll tax form 941 (unless IRS has approved an annual filing of form 944, due in February),
                    • If your lodge has employees, file quarterly state payroll tax form DE9/DE9C and deposit form DE88.
                    • Using the Paychex Payroll system? Paychex will complete and file the above quarterly payroll tax returns for you.Make sure to process your payroll in the Paychex Payroll system on a monthly/regular basis.
                    • Begin preparing semi-annual financial report, due in August. Using Intacct? The report is available and auto-generated from the Intacct system. If you need assistance to update your financial records in Intacct. please contact financial services, Tel: 415-292-9170, financialservices@freemason.org.

                     Hall Association

                    • Present semi-annual report, due in August.

                    Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

                    Question of the Month

                    Last month, we asked whether your lodge has an officers resource guide to help train new officers. Of those who replied,

                    • 33% - Yes
                    • 67% - No

                    Here's your next survey question

                    The post August 2024: 100 Percent Officer Giving appeared first on Masons of California.

                    ]]>
                    July 2024: Lodge Succession: Getting Ready for the Next Guy https://freemason.org/the_leader/july-2024/ Mon, 01 Jul 2024 18:43:23 +0000 https://freemason.org/?post_type=the_leader&p=28411
                  • Lodge Succession: Getting Ready for the Next Guy
                  • Succession Planning Tips for Masonic Lodges
                  • For Your Trestleboard,July Officers' Checklist, Question of the Month
                  • The post July 2024: Lodge Succession: Getting Ready for the Next Guy appeared first on Masons of California.

                    ]]>

                    July 2024:
                    Lodge Succession: Getting Ready for the Next Guy

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                      Lodge Succession: Getting Ready for the Next Guy

                      Summer is here! Kids are on vacation, the days are longer, and everyone is planning their trips to the beach or mountains to escape the heat. Even though December seems like a distant future, you’d be surprised how quickly summer fades into fall and fall disappears into winter. It can be easy to put off today what can be done tomorrow. But lodges should fight that impulse, according to Carlos Diez, past master of Solomon’s Staircase No. 357 and inspector for District 905. Even though it’s only July, it’s not too early to start thinking about next year’s slate of officers. That’s right, it’s succession planning season.  

                      We’ve all seen it before, Diez says: The end of the year comes around and lodges scramble to find replacements for their officer chairs. The result, too often, is a shuffling of existing officers with the master staying on yet another year or a past master stepping back in to fill the void. “It has a ripple effect,” Diez says. “Guys get burned out, from the top where guys are in the same position, all the way down to the new members, who begin to feel a sense of stagnation in the lodge.” It’s enough of a problem that the Grand Lodge has a committee that’s responsible for training officers in succession planning: the Leadership Development Committee. As the current chair of the committee, Diez sees firsthand how lodges struggle to plan for the future—which at its core is all about renewing officers’ roles with fresh faces—by implementing a few easy-to-do strategies.

                      According to Diez, one of the challenges of succession planning is knowledge. “We’ve found that there’s a lack of understanding among the membership in what each officer’s position is responsible for,” he says. People often fear what they don’t know or, at the very least, become less likely to volunteer to do something if they don’t fully understand the implications of getting involved. The good news is that this is easy to fix. Have officers be more transparent about what they do, not just as it relates to ritual work, but also in the functioning of the lodge. “Lodges could also think about creating a lodge manual in which all the typical duties of each officer position are clearly laid out,” he suggests. “That way, new members or interested members can review the manual at their own pace and get comfortable with the idea of jumping into the line.”

                      Perhaps a bigger challenge to establishing a well-planned line of succession is one that’s trickier to address, since it boils down to an all-too-familiar problem: lack of engagement among members. “Finding someone interested in following the path to the East is easier when you have an engaged membership,” Diez says. The more members who are actively participating in lodge activities, the more potential officers to choose from. But it’s more than just about butts in seats. It’s about finding people who are passionate about the fraternity. “That’s why I often counsel lodge officers to ask members who appear to be disengaged to think about what drove them to the fraternity in the first place,” Diez says. Rediscovering that core passion is the first step toward re-engaging members.

                      On the other side of that coin, it’s also about learning to identify officer potential in new members. For instance, Diez tells a story about a time when he was master of Solomon’s Staircase and found that two new initiates were really strong at memory work. “I took advantage of their interest and their abilities by introducing them to some of the work of a steward,” Diez says. “That piqued their interest and primed the pump, so to speak.” By introducing capable members to the officer line in a slow and gradual way, lodges can build interest among members in joining later on.

                      At the end of the day, though, succession planning is as much art as science. “Each lodge has its own unique circumstances,” Diez says, “so there’s not a one-size-fits-all solution.” But exposing new members to the duties of officer positions and keeping them engaged is a good place to start.

                      Succession Planning Tips for Masonic Lodges

                      Here are some tips on lodge officer succession planning from Carlos Diez:

                      Mentoring Those Who Will Succeed Your Station

                      1. Identify potential successors early: Look for members who show commitment, leadership potential, and interest in advancing through the chairs. Get them involved early. 
                      2. Regular check-ins: Schedule regular meetings with potential successors to discuss their progress, challenges, and aspirations. Keep goals attainable and mentor their growth.
                      3. Set clear expectations: Clearly outline the responsibilities and expectations of the role they are preparing to assume. This includes committees, expected hours, and responsibilities. 
                      4. Provide feedback: Offer constructive feedback and guidance to help them improve their skills and understanding of lodge operations. Include best practices and remind them to put their own fingerprint on how they conduct that role. It’s OK to showcase your character and personality. Take ownership. 
                      5. Encourage participation: Involve them in planning and executing lodge activities to give them practical experience. Give them purpose. 

                      Educating Officers on Required Roles

                      1. Role-specific training: Organize workshops or training sessions for each specific officer role, detailing duties and best practices.  
                      2. Create resource guides: Develop detailed guides that outline the responsibilities of each officer position, such as junior warden, senior deacon, master, etc. Lodge manuals are typically helpful for this.
                      3. Shadowing: Allow aspiring officers to shadow current officers to gain firsthand experience. 
                      4. Mentorship programs: Pair experienced officers with new or aspiring officers to provide ongoing support and advice. Teach them early, before they are installed in a chair.
                      5. Utilize lodge resources: Leverage available resources like past officers’ manuals, lodge records, and experienced members.

                      Learning Best Practices and CMC Knowledge

                      1. Study sessions: Hold study sessions focused on the California Masonic Code (CMC) and its application to lodge governance.
                      2. Interactive workshops: Conduct interactive workshops where officers can discuss real-life scenarios and how to handle them according to the CMC. Join online presentations by Grand Lodge (i.e.: prospect managers meetings, secretary’s workshops, etc.).
                      3. Access to materials: Ensure all officers have access to the latest version of the CMC, monitor, and any supplementary materials.
                      4. Guest speakers: Invite knowledgeable speakers to discuss best practices and updates related to the CMC.

                      For Your Trestleboard

                      Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

                      Masonic Health Services:

                      Services at MCYAF Across the Lifespan

                      The Pavilion at the Masonic Homes

                      Masonic Homes of California Resources

                      Masonic Value Network


                      Masonic Philanthropy:

                      Masonic Youth Order Resources Library

                      California Masonic Foundation Cornerstone Society

                      July Officers' Checklist

                      Stay on track of lodge business and prepare for important deadlines. Here’s your July checklist.

                      Senior Warden, along with Executive Committee

                      • Identify and approach members for 2024 open elected and appointed officer positions.
                      • Identify and approach members for the 2024 Audit, Membership Retention, and any other committees.
                      • Set calendar for 2025 and identify event leaders.
                      • Continue preparing 2025 budget.
                      • Set installation date and approach installing officer, master of ceremonies, and chaplain.
                      • Review all candidates’ progress towards advancement.
                      • Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.
                      • Ensure all officers and past masters are registered for the 175th Annual Communication October 25–27.

                       Junior Warden

                      • Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.
                      • Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.

                      Secretary

                      • Begin preparing semi-annual report of membership activity, due in August.
                      • Introduce and vote on the Membership Restoration Campaign at a stated meeting to invite suspended members back into the fold.

                      Treasurer

                      • If your lodge has employees, file quarterly federal payroll tax form 941 (unless IRS has approved an annual filing of form 944, due in February), 
                      • If your lodge has employees, file quarterly state payroll tax form DE9/DE9C and deposit form DE88.
                      • Using the Paychex Payroll system? Paychex will complete and file the above quarterly payroll tax returns for you. Make sure to process your payroll in the Paychex Payroll system on a monthly/regular basis.
                      • Begin preparing semi-annual financial report, due in August. Using Intacct? The report is available and auto-generated from the Intacct system. Make sure your financial transactions are recorded in Intacct and your bank accounts are reconciled. If you need assistance to update your financial records in Intacct, contact Financial Services at (415) 292-9170 or financialservices@freemason.org. 

                      Hall Association

                      • Begin preparing semi-annual report, due in August.

                      Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

                      Question of the Month

                      Last month, we asked does your lodge have a welcoming committe. See the results.

                      • 45% - Yes
                      • 37% - No
                      • 18% - Working on it

                      Here's your next survey question

                      The post July 2024: Lodge Succession: Getting Ready for the Next Guy appeared first on Masons of California.

                      ]]>
                      June 2024: A Masonic Club of Non-Masons? It’s a Great Idea! https://freemason.org/the_leader/june-2024/ Thu, 30 May 2024 16:17:10 +0000 https://freemason.org/?post_type=the_leader&p=28001
                    • A Masonic Club of Non-Masons? It's a Great Idea!
                    • Tips on Keeping Prospective Members Engaged
                    • June 2024 Is Masonic Homes Month
                    • For Your Trestleboard, June Officers' Checklist, Question of the Month
                    • The post June 2024: A Masonic Club of Non-Masons? It’s a Great Idea! appeared first on Masons of California.

                      ]]>

                      June 2024:
                      A Masonic Club of Non-Masons? It’s a Great Idea!

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                        A Masonic Club of Non-Masons? It’s a Great Idea!

                        Last year, Michael David founded a new Masonic club. With any luck, by this time next year, none of the current members will still be signed up.

                        Sound unusual? It is! The club, the Rough Ashlars, is made up entirely of prospective Masons—a combination of prospects, applicants, suspended members, and others waiting in limbo.

                        The Rough Ashlars (the name was decided on by members of the club) instead meet every Wednesday during Home Lodge No. 721 events—they’re not allowed into tyled portions of the meetings, but rather play cards or chat with one another in the library room—and keep up to date over a WhatsApp chat and text thread. They are invited to all the lodge’s social, philanthropic, and non-tyled events, and even hold events of their own, like an upcoming volunteer day at a local elementary school.

                        The club is the brainchild of David, a past master of Home No. 721 in Van Nuys, as a way to keep those would-be Masons engaged while they wait. “What was happening was, we found that prospects tended to wash out if there wasn’t enough member engagement,” he explains. “So we did this to prevent people from falling through the cracks and to get them involved in a productive and enjoyable manner. That way, when the time comes, they’re ready to be a better Mason.”

                        “It’s kind of like dating,” he says. “It’s a chance to find out if it's a person you want to continue with—or you may find out that it’s not for you. And in that case, no hard feelings. Our door is always open.”

                        David says that the group has developed its own dynamic—one that’s incredibly supportive. He typically pings the group every Monday with “some motivational pep talk” like asking members to say what they hope to accomplish that week. Then the group takes over, giving updates and encouraging one another along their way. The result is a tight-knit community that’s ready to hit the ground running once they’re brought into lodge—whether it’s at Home No. 721 or elsewhere. (David has a strict “no poaching” rule; if neighboring lodges refer a prospect to the group, he promises not to recruit them away from that lodge.) “I’m not doing this for Home Lodge,” he says. “I’m doing it for Masonry.”

                        To date, the Rough Ashlars have had 40 members. Of those, eight have gone on to petition a lodge for membership; four are now Entered Apprentices; one is a Fellow Craft; three are now Master Masons; and two are preparing to become lodge officers. 

                        An interesting coda: Most members, even those who’ve since become full-fledged members of the lodge, remain active on the group chat.

                        Tips on Keeping Prospective Members Engaged

                        The Grand Lodge of California will be holding an online membership awareness campaign again this summer, beginning May 29 and running through Aug. 2. Previous years’ campaigns have brought about 4,000 new leads into the system—meaning now’s the time for lodges to get ready for another wave of inquiries.

                        Here, Michael Roberts, the Grand Lodge Manager of Membership and Lodge Development, offers some practical tips on managing that crush:

                        Practical Onboarding Best Practices

                        • Be responsive to all inquiries (respond within 48 hours via text, email, or phone call)
                        • Maintain “actively engaged” prospects on the iMember lodge dashboard
                        • Always add notes on inquiries in iMember
                        • Acknowledge receipt of all referrals with a Grand Lodge membership advisor—just email them or text them back!
                        • Strive to keep 10 or fewer prospects on your lodge dashboard
                        • If your lodge does not have a Welcome Committee, create one!
                        • Many hands make light work! Encourage current members to help out

                        Utilize the “Take Five Method”

                        In this method, one prospect should have two hosts, who should welcome the prospect to three “get-to-know-you” meetings, which should be followed by inviting the prospect to a minimum of four lodge events. The whole process should take five months. Got that?

                        • One prospect
                        • Two hosts
                          • Help introduce the prospect to the lodge
                          • Meet and greet him
                          • Introduce him to current members
                          • Give him the “Opening the Door” guide
                        • Three casual meetings
                          • The prospect should attend three meetings along with one recommender, and one other member of the lodge
                          • Conducted in a social environment (restaurant, café, etc.)
                          • Should include three different lodge members
                          • Prospect shares why he’s interested in joining; what he hopes to learn, and what he might contribute
                          • Prospect learns what Masonry is; who the members are; why they joined; and what he may expect to gain from being a member
                        • Four lodge events
                          • Events should be diverse and represent your lodge
                          • Social, educational, community service, ceremonial, other
                        • Five months
                          • The process should not be rushed or shortened for expediency
                          • Remember, you’re asking for the recommendation of a friend to be made a brother

                        Also, remember that there are several prospecting resources available on iMember, such as the “Talking to Prospects” cheat sheet. Find it by logging on to iMember, and going to “General Resources.” From there, select “Prospecting Resources” under the “Membership Development” tab.

                        The informational booklet “Opening the Door,” full of frequently asked questions, is also available as a digital download in English, Spanish, and French at freemason.org/openingthedoor and is available in hard copy through LAFSCO.

                        June 2024 Is Masonic Homes Month

                        Since 1898, California Masons have fulfilled their obligation to care for fellow members and their families through the Masonic Homes. One hundred and twenty-five years later, the fraternity remains committed to delivering on that promise by offering crucial services to those in need through the Masonic Homes’ retirement communities in Union City and Covina, through Masonic Outreach Services, and the Masonic Center for Youth and Families.

                        This month, I call on Masons to consider ways that they and their lodges can support these important programs—and to make sure that all members are aware of the benefits they are entitled to as Masons and Masonic family members. Share the Masonic Assistance Line (888-466-3642) with members in need; visit the Masonic Homes online to learn about the services being offered; and of course make a gift to the Masonic Homes to ensure that this proud legacy endures into the future.

                        This is an exciting time for the Masonic Homes. This year, the Citrus Heights Health Center opened in Covina, offering skilled nursing and rehabilitation in a market that has not had those services on campus before. In the north, the Pavilion at the Masonic Homes offers similar services, including high-skilled memory care. And thanks to recent expansions to eligibility, these services and more are now available to more California Masons and their families than ever before.

                        The Masonic Homes of California is our fraternity’s legacy. This month, let’s celebrate and preserve it for generations to come.

                        —Grand Master G. Sean Metroka

                        For Your Trestleboard

                        Use this content to spread the word about resources provided by the California Masonic Foundation, the Masonic Homes of California, and more.

                        Masonic Health Services:

                        Services at MCYAF Across the Lifespan

                        The Pavilion at the Masonic Homes

                        Masonic Homes of California Resources

                        Masonic Value Network


                        Masonic Philanthropy:

                        Masonic Youth Order Resources Library

                        California Masonic Foundation Cornerstone Society

                        June Officers' Checklist

                        Stay on track of lodge business and prepare for important deadlines. Here’s your June checklist.

                         Senior Warden, along with Executive Committee

                        • Identify and approach members for 2025 open elected and appointed officer positions.
                        • Identify and approach members for the 2025 Audit, Membership Retention, and any other committees.
                        • Set calendar for 2025 and identify event leaders.
                        • Continue preparing 2025 budget.
                        • Set installation date and approach installing officer, master of ceremonies, and chaplain.
                        • Review all candidates’ progress toward advancement.

                        Junior Warden

                        • Continue tracking 100 percent officer giving to the Annual Fund, with officers setting an example through gifts that represent their capability as well as their commitment to our charitable programs.

                        Secretary

                        • Send list of members with late dues to the Retention Committee.
                        • Send any suspension notices via certified mail.
                        • Provide necessary information so Charity Committee can consider remissions.
                        • Review roster for accuracy in preparation for the end of the Grand Lodge membership year, June 30.

                        Questions? Contact Member Services at memberservices@freemason.org or (415) 776-7000.

                        Question of the Month

                        Last month, we asked who in your lodge is responsible for managing and replying to inquiries over social media. See the results.

                        • 37% - Secretary, Chaplain, Master, Prospect Manager, Assist Secretary
                        • 35% - Other appointed member of the lodge
                        • 12% - Master
                        • 9% - Warden
                        • 7% - Head of welcoming committee

                        Here's your next survey question

                        The post June 2024: A Masonic Club of Non-Masons? It’s a Great Idea! appeared first on Masons of California.

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