Have you ever dropped a few coins in a red kettle at Christmas
time and thought to yourself, "I wish I could do more?" Have you ever donated
items to your local Salvation Army Thrift Store and thought the same? If so, you may not be aware of the many ways
it is possible to help the work of The Salvation Army through a tax-wise or
planned gift. Through proper planning,
you may be able to make a gift to The Salvation Army without relinquishing
assets totally.
As with your coins in the kettles, checks in the mail, or
furniture donated to a thrift store, a planned gift to The Salvation Army is a
wonderful way to help others. However, making a planned gift can also help you
meet the financial and estate-planning goals you have for yourself and your
family while you "Do the Most Good" helping those in need. A planned gift may also allow you to receive
substantial financial benefits, such as income and estate-tax savings, greater immediate
cash flow, and other advantages for you and your loved ones.
- If you are interested in:
- Providing financial assistance for
an aging parent
- Helping your relatives save for
college
- Avoiding taxes on the sale of
valuable property
- Supporting a loved one with
special needs
- Influencing your heirs' behavior
- Maximizing the value of your
Savings Bonds, CDs or other low-paying investment
- Leaving a legacy that will perpetuate your values far into
the future
Or if you have other concerns or goals that you are grappling
with as you plan the future of you and your family, the professionals in The
Salvation Army's Planned Giving Department can help you find a tax-wise
planning solution that is appropriate for you.
Complimentary Pre-Planning Conferences
If you are in the midst of formulating or
revising your estate or financial plans, The Salvation Army Greater New York
Division offers Pre-planning Preparation Conferences. In these sessions, we
will review the planning process with you step-by-step to highlight some of the
issues and options that may apply to your particular circumstances. We will answer any questions you might have
before you sit down with a trusted advisor to finalize your plans. Pre-planning
Conferences can save you time and money, and there are no fees or obligation to
make a gift associated with these meetings.
To arrange a Pre-planned Conference, or if you have any questions about the options available to solve a planning problem and realize your planning goals, please call our Planned Giving professionals at 212-352-5687. Or better yet, click here to email a short note. We will be very pleased to help you.
For additional information about planned giving, please visit our Eastern Territory website.
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Aric Grooms Planned Giving Director The Salvation Army 120 West 14th Street New York, NY 10011. Phone: 212-352-5687
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Peggy Mathieu CFRE,CAP® Associate Director of Planned Giving The Salvation Army 120 West 14th Street New York, NY 10011. Phone: 212-337-7337
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Charles V. Flynn Planned Giving Representative The Salvation Army 120 West 14th Street New York, NY 10011. Phone: 212-337-7350
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