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WILLS: Benefiting Your Loved Ones and Others

By having your attorney revise your will or add a simple amendment, you can make a charitable bequest of a dollar amount, specific property, a percentage of your estate, or what is left after others have been taken care of. You may also wish to name one or more charitable recipients in case others you have named do not survive you.

LIFE INSURANCE: A Large Gift With Little Cost

One of the simplest ways to make a significant gift in the future is to name The Salvation Army as beneficiary to receive all or a portion of the proceeds of a policy which is no longer needed for family protection.

FIXED PAYMENT TRUST: A Gift With An Income That Never Changes

A charitable remainder annuity trust is a way to make a gift which allows you to retain income from your property for life. Your funds are held separately and invested to earn a fixed and regular income for you.

VARIABLE PAYMENT TRUST: A Gift With An Income That Fluctuates

Like the annuity trust, the charitable remainder unitrust provides for a gift which returns an income. But unlike the annuity trust, the income from a unitrust rises or falls with the value of the assets placed in the trust.

GIFT ANNUITY: Receiving Payments Based on Age

When you arrange for a gift annuity, a specified amount of money or property is transferred to The Salvation Army. In exchange, you receive payments on a regular basis for the rest of your or a loved one's life. Payments may even be continued for the lives of two people before the gift goes back to The Army.

DEFERRED GIFT ANNUITY: A Gift With Benefits Now and Later

A deferred gift annuity is similar to a gift annuity, except that payments begin on a future date which you specify. An attractive benefit of this arrangement is that it enables a donor to make a gift now and take a charitable income tax deduction now when in a high tax bracket. A donor can defer payments to years when he or she will need income more (eg. after retirement) and will generally be in a lower tax bracket.

REAL ESTATE REMAINDERS: Give Your Home-But Continue to Live There

You can make a gift of a house or certain other real estate, while retaining the use of the property for as long as you live. You make a gift of your home or farm now, but retain the security of knowing you may live there for life. The satisfaction of giving, as well as a tax deduction, are enjoyed now rather than later.

MEMORIAL GIVING: A Gift of Lasting Significance

All of the ideas we have discussed can include a loving tribute to a friend or loved one. There may be no more meaningful way to honor a life than by a gift with lasting meaning.

If you are interested in discussing any of these options, please feel free to call our Planned Giving Director at (215)787-2853, or write to: The Salvation Army, Planned Giving Director, 701 N. Broad Street, Philadelphia, PA 19123.