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An Invitation for Professional Advisors...
Featuring Roy M. Adams
and special guest Christopher Hoyt.
Click here for more information or to register.
Des Moines
September 14, 2009
9:00AM - 4:00PM
Sioux Falls
September 14,2009
9:00AM - 4:00PM
Omaha
October 8, 2009
9:00AM - 4:00PM |
Guaranteed Income from a Gift Annuity
A Charitable Gift Annuity provides guaranteed income for life for you or your loved ones while helping The Salvation Army continue its century-old mission of serving the homeless, hungry and lonely.
Rates up to 9.5 percent based on age
Please call us at (402) 898-5913 or (800) 274-0628 or drop us an e-mail request. Thank you for your interest in The Salvation Army and how we can work together toward Doing the Most Good.
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| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits For Family and The Salvation Army - Western Division
There are several types of plans which have wonderful benefits for gift donors. Many families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | 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 >>. |
 | 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 make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
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.
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 our planned giving coordinator at wst_pg@usc.salvationarmy.org.
If you are a professional advisor, you may take the following steps on this site.
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