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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.

Gift Types

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.

Charitable Interests

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.

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

Wills and Estates

In addition to being a convenient way to distribute your estate, a Will is one of the most important documents you will execute during your life. A Will can be a personal expression through which you provide for those people and institutions that are important to you. A Will is your final message that reflects your personal values and leaves a lasting legacy by which your family and community will remember you.

Planning Your Will or Estate

Legal documents such as Wills should always be prepared by attorneys. You will find different rules in every state for execution of a Will. However, the following are typical requirements in making a Will:

  • The Will should be in writing and signed at the end by the person executing the Will, called a testator (man) or testatrix (woman).
  • The testator or testatrix must sign the Will in the presence of two or three disinterested witnesses.
  • The testator or testatrix must have each witness sign his name affirming that the Will was signed by the testator (ix) and acknowledged, as a last Will and testament. The person executing the Will must be considered mentally competent when the Will is executed.

Wording is important! Be sure that you, or your attorney, call Kristi Brennan at (888) 434-1391 to make certain that your gift is properly designated to the area or program that you desire.

Who's Life Will You Transform with Your Legacy of Love?

To make a planned gift,
or for more detailed information contact
us at (888) 434-1391

Or visit www.tsalegacy.org