Planned Giving Home

Allow us to be of assistance in serving you and your family. To help with this we have filled this site with stories of others who have benefitted from gifts providing life income and other financial planning tools.

"Thank you for taking the time to explore the benefits of gift planning."

Lieutenant Colonel Victor Leslie
Southern California Divisional Commander

Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos.
Click here to learn more.

Benefiting your Family and "Others"

There are several types of plans having wonderful benefits for a gift donor. Many of the families you will read about have enjoyed increased income and generous tax savings. We trust you will enjoy meeting these friends. Just click on the picture and you can view each story.

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 >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! If you have any questions or comments, please contact the Planned Giving Director responsible for in your area by clicking here.

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 Thomas.Britain@usw.salvationarmy.org, legacy@usw.salvationarmy.org.

If you are a professional advisor, you may take the following steps on this site.

About us

For more than 120 years The Salvation Army has been delivering services and hope to the less fortunate on the streets of Los Angeles and to those in shelters, schools, and daycare centers across the Southland. Internationally, it is an organization with a lineage of public service that dates back to 1865, and has evolved over the decades into a social service provider with an unmatched scope and breadth. The Salvation Army currently has representation in 114 different countries worldwide, in addition to nearly 8,000 centers of operation across the United States.

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