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.
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
Please contact Development Director, Sarah Kotas, at (386) 236-2020 for more information.