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.
A hometown endowment is a perpetual gift that can be designated for a specific Salvation Army location or program. The original gift remains intact, and the income is used toward the designated area of service. An endowment can be established in memory of a loved one or a donation can be added to an existing fund that will contribute to your local community indefinitely.
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
For more indepth information on planned gifts, please visit our planned giving website.