Welcome to Charitable Giving & Estate Planning Resource Center
Thank you for your interest and support of The Salvation Army. Our desire is to provide you with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, such as charitable gift annuities and other estate plans. Thank you for taking the time to explore the benefits of gift planning.
Free Weekly GiftLegacy Donor eNewsletter Offer: We would like to send you our weekly GiftLegacy eNewsletter to be delivered to your e-mail address. Many of our friends find this very interesting and helpful. It features news from Washington, Savvy Living column, gift stories, finance news and timely articles. The information varies weekly. To view a sample of the eNewsletter click here. You may receive it at no cost or obligation simply by clicking on Sign Up For A Free eNewsletter in the left-hand column.
Wills Guide Presentation
Learn how you can avoid an accidental disinheritance through our Wills Guide Videos. Click here to learn more.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
Benefits For Family and The Salvation Army Heartland Division Serving Central Illinois and Eastern Iowa
There are several types of estate plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each donor story.
Fixed Income for Retirement After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages will help you learn how gift planning ideas can be a personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
James R. Sullivan
Divisional Development Director
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact sagift@usc.salvationarmy.org.
If you are a professional advisor, you may take the following steps on this site.
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 
Steps to Wise Giving