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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 | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. 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.
 | Bequests
Jane and John have volunteered for The Salvation Army (TSA) in Kirksville, Missouri for years. They noticed the dedication and compassion of TSA officers and decided to help financially. More on Bequests >>. |
 | Will Bequest
Recently, Salvation Army officers met with "Susan" to thank her for her planned gift of a Will Bequest. Here is what she shared. Officer: "Susan, why did you decide to let us know about the estate planning arrangements you have made for The Salvation Army?" More on Will Bequest >>. |
 | Major IRA Gift
Evelyn wanted to help The Savation Army. She decided to make a gift from her IRA. TSA: Evelyn, why did you choose to use your IRA as a gift to The Salvation Army? Evelyn: I have an IRA with a relatively modest amount that I invested in several years ago. 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 Mary_Hizer@usc.salvationarmy.org.
If you are a professional advisor, you may take the following steps on this site.
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