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Planned Giving

Leave a legacy

Thank you for your interest in leaving a legacy to The Salvation Army. It is through donors like you that we are able to grow saints, save souls and help the less fortunate.  Including The Salvation Army in your estate plan through a bequest is a meaningful way to augment the investment you made to our organization during your lifetime. Another way to leave a legacy to The Salvation Army is by establishing a life income gift, which includes gift annuities, charitable trusts and other plans. Thank you for taking the time to explore the benefits of gift planning and feel free to call us to discuss personally. Our hope is to serve you and your family with helpful information. Thank you for taking the time to explore the benefits of gift planning. 

If you have any questions or would like to learn more, please call us at (866) 455-4357. 

"The Salvation Army has been in my heart and mind since I was five years old and living in Toronto."

At just 13, Doris' mother suddenly passed away and The Salvation Army gave her faith and hope that she would one day meet her mother in heaven. When WWII broke out, many of her family members were helped by The Salvation Army, receiving hope, faith, socks and coffee. In retirement, after providing support to her family, she chose to support The Salvation Army through a Charitable Gift Annuity which allows her to make a gift and receive income payments during her lifetime. Making this gift has brought great joy and peace of mind to Doris.

Wills, Living Trusts & Bequests

Most of us, if given the chance, would like to leave a lasting legacy to show we have made a difference - that we have contributed to an important work or cause that will benefit the lives of others for generations to come.  While your legacy will consist of the assets you leave behind, it will be much more than that.  Your true legacy will be defined by the values, the hope and the convictions you bestow upon the world.

Your legacy plan will be a permanent reflection of your personal values and your love and concern for your family, your friends and your community.

As you plan for both the present and the future, we are honored that you would consider The Salvation Army as a partner.  Every day throughout your community The Salvation Army is creating a better tomorrow by focusing on today's needs. Warm meals.  A place to rest.  Encouragement.  Help.  Hope.  We pledge to do the most good with your generosity, for those you help today and for the generations you will help in the years to come.

Charitable Gift Annuity

Through The Salvation Army's popular and flexible charitable gift annuity program, it is possible to make a significant gift while meeting your own long-term financial needs, or the needs of a loved one. 

A charitable gift annuity is an agreement between you and The Salvation Army.  In exchange for your irrevocable gift, The Salvation Army pays a fixed dollar amount during your life and/or the life of a designated loved one.  The amount you receive is determined by the size of your gift, your age and the age of your income beneficiary. A portion of your gift annuity income will be income tax-free.

Your gift can be arranged to provide income in your retirement years or to provide financial support for a family member or friend.  With a charitable gift annuity, you can often increase your spendable income, reduce your taxes, and make a gift that will have a substantial impact.  You benefit now and The Salvation Army benefits later - after you have enjoyed all of your financial and tax benefits.

Charitable Remainder Trust

For caring people, decisions regarding estate management can be challenging.  Maintaining financial health for one's self, spouse, children, loved ones, and supporting a favorite charity can be a challenging task. However, there is a way to make your assets work for you, your family and others.

One method of making a gift with a retained right to income is a charitable remainder trust.  A charitable remainder trust transfers ownership and management of real estate, cash and/or securities to The Salvation Army or another trustee. The Salvation Army or trustee manages the trust and pays income to you for the remainder of your life and/or the life of another beneficiary.

Charitable Remainder Annuity Trust

Typically, this type of charitable remainder trust instructs the trustee to pay a fixed income to the donor (and/or other beneficiaries) each year of life, and to transfer the property to a qualified charitable institution such as ours upon the death of the donor or other designated income beneficiary(ies).

For example, a donor transfers assets worth $300,000 to a charitable remainder trust and directs that an income of $15,000 a year be paid to her as long as she lives.  The trustee is to hold and invest the property during the life of the donor and make the required payments to the donor each year out of income or principal. Upon the death of the donor, the trust property will be paid to our institution.

IRA Charitable Rollover Gift

If you are 70 1/2 or older and have a traditional Individual Retirement Account (IRA), you can use your required minimum distribution to support The Salvation Army through an IRA Charitable Rollover gift.  To qualify for this you must be 70 ½ or older at the time of your gift. The transfer must go directly from your IRA to The Salvation Army: Sierra Del Mar Division.  Your total annual IRA gift(s) cannot exceed $100,000, and must be outright. The gift will count toward your required minimum distribution (RMD) and is not taxable. You may also consider renewing or increasing your annual gift with your IRA Charitable Rollover.  An IRA Charitable Rollover Gift is an easy and convenient way to make a gift from one of your major assets.

Making Your Gift is Easy. Contact your IRA custodian and ask that your distribution be a charitable rollover to The Salvation Army: Sierra Del Mar Division.  Make sure to include your name and address in the transfer so we can identify you.

You may also consider making a charitable bequest of part or all of your IRA to The Salvation Army. By making The Salvation Army: Sierra Del Mar Division the beneficiary of your IRA, you eliminate the potential for double taxation (federal estate and income taxes) that your heirs may face if they were named beneficiary of this asset. 100 percent of your IRA assets goes to a charitable purpose that is important to you and your estate can avoid taxation of up to 60 percent of your IRA assets by eliminating estate and income taxes of these assets.  By transferring your IRA to The Salvation Army: Sierra Del Mar Division directly upon your death, your estate may claim a charitable estate tax deduction.  Neither your estate nor your heirs will have to report any taxable income from the distribution. By eliminating estate and income taxes of your IRA assets, an IRA bequest is one of the most tax efficient ways to fund a charitable gift from your estate.

The best way to make a gift of your IRA assets is to name The Salvation Army: Sierra Del Mar Division as the beneficiary on your IRA beneficiary designation forms.  To designate The Salvation Army as a beneficiary of your IRA, simply contact your plan custodian and they will provide you with the IRA beneficiary designation forms to make this bequest.
Your bequest will also qualify you to become a member of the Hope Brigade, established to honor all those who make The Salvation Army a part of their personal legacy by creating a planned gift.  

Contact us 

Contact Rich  below to learn more about planned giving options with The Salvation Army. We look forward to working with you. 

Rich Mercado



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