Planned Giving

Our hope is to serve you and your family helpful information. We have an increasing number of friends at the Salvation Army who are now benefitting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning

Learn About Wills

There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations below to learn more about wills and estate planning.
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Personal Planner

Irrevocable Life Insurance Trust (ILIT)

Protection With a Less-Than-Perfect Family Susan and Steve had been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I...
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Donor Story

Capital Gains Tax Bypassed

Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities....
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