Planned Giving

Planning Ahead Never Made More Sense

The many bendfits and options of Planned Giving.

A Planned Gift comes in different forms, simply put, it is the process of naming The Salvation Army as a charitable beneficiary of an estate plan. All gifts made to The Salvation Army may be designated to benefit a specific geographic region, age group or program. There is a joy in knowing that you have helped ensure the financial future of charitable causes you feel are important.

An effective estate plan balances your personal and family goals and values with your charitable interests through financial planning. We suggest you review any existing plan periodically with your advisors. This is especially important when changes in personal and financial circumstances occur.


The Benefits of Charitable Giving

The benefits of charitable giving are many, whether your gift comes through a bequest or during life giving opportunities. Almost every charitable gift can be considered an investment. Potential benefits to charitable estate planning include:

Helping others in your community
Estate Tax Savings
Income Tax Savings
Capital Gains Savings
Fixed Income for Life


Giving Opportunities Include

Wills, Stocks, Revocable Living Trust, Life Income Gifts, Charitable Gift Annuity, Charitable Remainder Trust, Life Estate, Real Estate, and Retirement Account, as well as other gift types.

For Additional Information

For more indepth information on planned gifts, please visit our planned giving website.