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Welcome to The Salvation Army - Southwest Division Planned Giving
Thank you for your interest in The Salvation Army - Southwest Division. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Salvation Army who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| Weekly Article | | | | | Experience the Benefits of a Unitrust
 Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ... |
IRA Rollover Gifts
To learn more about IRA Rollover Gifts, click the Launch button.
Benefits For Family and The Salvation Army - Southwest Division
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | 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 >>. |
 | 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 >>. |
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, The Salvation Army - Southwest Division shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous 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.
Greg Bodine
Northern Arizona and
Las Vegas area |
Jerry Robison
New Mexico and
El Paso |
Bob Chesnover
Southern Arizona
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Paul Stromberg
The Valley of the Sun and
Yuma |
BJ Dorman
Phoenix area
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| Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us or call 800-479-0210 at your convenience.
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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 us by email, or you may call 800-479-0210.
If you are a professional advisor, you may take the following steps on this site.
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