Help The Salvation Army change lives, starting with yours!
Most of us, if given the chance, would like to leave a lasting legacy to show that our lives have made a difference. Through The Salvation Army's Planned Giving program, you can leave a permanent reflection of your personal values and your love and concern for your family, friends and community.
As you plan your legacy, we are honored that you would consider The Salvation Army as a partner. We pledge to do the most good with your generosity today and in the years to come.
Lisa is here to help you with the programs we offer!
Lisa C. Young, CFRE, CAP®
Director of Planned Giving
The Salvation Army
Western PA Division
700 North Bell Ave P.O. Box 742
Carnegie, PA 15106
412-446-1635 / firstname.lastname@example.org
Lisa C. Young CFRE, CAP ®, Director of Planned Giving 412-446-1653 Call any time, messages accepted after hours
How will you leave a legacy?
Planned Gifts: A planned gift is arranged by you legally during your lifetime. The principal benefits accrue to The Salvation Army at a later time, after your death or the death of your last named beneficiary. Planned gifts take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities and helping to fulfill your personal, humanitarian and charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property or life insurance. Review and print information on this program.
Bequests by Will: One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting The Salvation Army, it serves as an example to your heirs of the values and ideals you hold dear. A bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones. Review and print information on this program.
Gift Annuity: A 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 beneficiary. Your payments are guaranteed, regardless of market fluctuation. A major portion is a tax-exempt return of principal and the payments may be deferred until a later time as part of your retirement plan. Review and print information on this program.
Charitable Remainder Trust: A charitable trust transfers ownership and management of cash and/or appreciated securities to The Salvation Army. The Army manages the trust and pays income to you for the remainder of your life and/or the life of another beneficiary. An annuity trust provides a fixed annual amount for those wanting consistent, predictable payments. A unitrust pays a variable return based on market changes, providing an effective hedge against inflation. Review and print information on this program.
Life Insurance: Contributions of life insurance can provide a substantial gift to The Salvation Army. The value of an ordinary policy at the time of the gift is tax deductible. If you continue paying the premiums, they also are deductible as charitable contributions. If a paid-up policy is given, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction. Review and print information on this program.
Hometown Endowment: 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.
Begin Planning The Salvation Army planned giving advisors are professionals with many years of experience in estate and gift planning who care about your goals and plans. They will work with your attorney or accountant to explain the many gift opportunities available to you and the financial advantages of each. Contact The Salvation Army to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission.
To read more, please visit The Salvation Army's Eastern Territory website:
Planned Giving Wills, Legacies and Bequests.
Stock Gifts Form