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John WagnerPlanned Giving Counselor
The Salvation Army
Midland Division Planned Giving
Our hope is to serve you and your family with helpful information. We have an increasing number of friends at The Salvation Army who are now benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| 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
In a rural Missouri town, Mary learned she could continue her annual gift to The Salvation Army forever. Realizing that her family members didn't need the inheritance or the potential tax burden that came with it, and after seeking advice from and receiving approval from her trust officer, she agreed to designate her local Corps Hometown Endowment as beneficiary of her IRA. The income from the gift, when the time comes, will be used for ongoing operations of the Army's mission in her hometown.
She likes that plan.
There are several types of plans. Just click on the picture and you may view more stories.
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | 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 >>. |
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 Mary_Hizer@usc.salvationarmy.org.
If you are a professional advisor, you may take the following steps on this site.
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