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.
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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.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to augment his planning by making a major gift to charity. As a part of good planning Tom needed to protect his home and personal savings. More on Major IRA Gift >>.

Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. More on Flexible Deferred Gift Annuity >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

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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