A planned gift is arranged by you legally during your lifetime. The principal benefits accrue to The Salvation Army at a later time, after your death or the death of your last named beneficiary. Planned gifts take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities and helping to fulfill your personal, humanitarian and charitable objectives. Bequests by Will and Charitable Gift Annuities are two ways to give to the Salvation Army.

The Salvation Army of Dane County does not provide legal or tax advisory services. Information presented here is generalized and cannot respond to individual circumstances. Donors should seek legal counsel when considering a planned gift.