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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 | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 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.
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | 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 >>. |
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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