Planned Giving

  • At The Salvation Army, the Planned Giving Department is here to help you, your family and your community by working out ways to use your personal assets as a tool for Doing The Most Good. Our staff will work with you personally to explain the different options and plans that are right for you. Not only will these options be beneficial to you, but they will be beneficial to those who are in need in the world.

    WHICH PLAN IS RIGHT FOR YOU?

    Annuity Trust
    Transfer cash, securities or other property into an irrevocable trust and direct that a fixed annual dollar amount be paid to you for as long as you live. At your death, the same amount can be paid to any surviving beneficiary you name for as long as they live. The principal cannot be used by The Salvation Army until these conditions are satisfied.

    Unitrust
    Similar to an annuity trust, except the income paid to you is variable. Instead of a fixed dollar amount, the trust agreement specifies a percentage of the trust’s fair market value as determined each year, and that is the amount paid to you.

    Revocable Living Trust
    Allows you to revoke the trust in case of an emergency or personal desire. Experience shows that few people revoke the fund. You may set up an income payment schedule as well as invade principal as needed. After the death of all income beneficiaries, any unused principal and income becomes a gift to The Salvation Army and/or other remainder persons.

    Pooled Income Fund
    Your assets are pooled into a commingled fund. On the date your gift enters the fund, it is assigned a number of units proportional to its fair market value. The value of a unit will rise and fall with the market value of the fund’s assets. Your income depends on how many units you hold and how much the fund earned during the year.

    Charitable Gift Annuity
    You donate money or securities as a gift-investment. The Salvation Army agrees to pay you and/or a loved one a fixed dollar amount for life. The amount you receive is determined by the size of the gift, your age and the age of any other beneficiary.

    Gifts of Life Insurance
    The Salvation Army is named owner and/or beneficiary if an existing policy is no longer needed. It is an opportunity to make a contribution more substantial than might otherwise be possible.

    Wills and Bequests
    Essential to good estate planning, a will allows you to decide how your assets will be distributed after your death. A will also can reduce estate taxes, leaving as much of your estate as possible intact. Legal documents such as Wills should always be prepared by attorneys.

    Gifts of Real Estate
    A personal residence, farm, unimproved land, rental property or commercial property can be given to The Salvation Army outright, to fund charitable remainder unitrust or under a life estate agreement.

    Charitable IRA Rollover Gift
    If you are age 70 and a half or older, you can donate up to $100,000 a year directly from your Individual Retirement Account to The Salvation Army and receive the equivalent of a 100% income tax charitable contribution deduction. Please download the flyer below for additional

    The Charitable IRA Rollover Gift

    For planned gifts of annuities, bequests, and trusts, please call 770-441-6200, or email david_jones@uss.salvationarmy.org.

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