|
Welcome to The Salvation Army's Planned Giving Website
Thank you for your support of The Salvation Army. Your support not only changes lives, it saves lives!!!
This is our Donor webpage. Features on this webpage include donor stories, tools to create your own planned gift, and articles of interest.
We also have an Advisor webpage. Features on this webpage include private letter rulings, gift calculators, and articles on estate planning and tax laws. To visit this page click on Advisor page.
To contact your Planned Giving Director, call 800-298-6532, or click here to email.
| Personal Planner | Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name they are called "spendthrift" trusts. More ... |
Benefits For You, Your Family and The Salvation Army
There are several types of gift plans. Many of these have wonderful benefits Donors. Thousands of families have enjoyed increased income while receiving generous tax savings. You might start by meeting these friends. Just click on the title besides the picture and you can view each story.
 | Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
 |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
|
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please click here to contact us.
If you are a professional advisor, you may take the following steps on this site.
|