Planned Giving, Wills, and Trusts
Leave a lasting legacy with The Salvation Army in Kentucky and Tennessee. Explore planned giving options including wills, trusts, and endowments to support our mission while achieving your financial goals.
Some people’s legacies are written on monuments. Yours can be written on lives.
The Salvation Army has many financial planning options to help you plan your estate. 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.
Types of Planned Gifts
Bequests by Will
Name The Salvation Army in your will. You can leave a specific amount or a percentage of your estate. Bequests may reduce estate taxes and set an example of generosity for your heirs.
Gift Annuity
Make a gift and receive fixed, guaranteed income for life (for you or a loved one). Part of the income is tax-free, and payments are unaffected by market changes.
Charitable Remainder Trust
Transfer cash or securities into a trust. The Salvation Army manages it and provides you with income for life. Options include fixed or variable payments.
Pooled Income Fund
Your gift is combined with others in a managed fund that provides income based on performance. Benefits include a tax deduction, no capital gains on appreciated assets, and reduced estate taxes.
Life Insurance
Donate a new or existing policy. Premium payments can be tax-deductible, and paid-up policies offer an immediate charitable deduction.
Hometown Endowment
Create a lasting fund for your local Salvation Army or program. The principal remains intact while income supports your community year after year.
To Plan Your Giving or for Any Questions
Contact Our Divisional Planned Giving Director
Angela Moderow