Welcome to The Salvation Army
Sierra Del Mar Division Planned Giving





Thank you for your interest in The Salvation Army - Sierra Del Mar Division, covering San Diego, Imperial, Riverside, and San Bernardino counties. Our hope is to serve you and your family with helpful information. Many friends of The Salvation Army have chosen to make a gift to their favorite charity, while receiving lifetime income for themselves.  Our donors also choose to create their legacy by making The Salvation Army a beneficiary of their will or trust.  Thank you for taking the time to explore the benefits of gift planning. If you would like to contact us with any questions about The Salvation Army's financial planning and estate planning programs, please call us at:
 
San Diego and Imperial Counties:  Debbie Rossi 619-446-0260 or 1-800-314-2769 ext. 1260, debbie.rossi@usw.salvationarmy.org
Riverside and San Bernardino Counties: Greg Mattox 760-644-0561 or 1-888-861-7125, greg.mattox@usw.salvationarmy.org
 


Wills Guide Presentation

Learn how you can avoid an accidental disinheritance. View our Wills Guide Videos. Click here to learn more.



Benefits For Family and The Salvation Army - Sierra Del Mar Division

There are several types of gift plans. Many of these have wonderful benefits for the gift donors such as increased income, generous tax savings, avoidance of capital gains taxes, and partial tax-free income.
 

Though the numbers may be impressive, the most important result of you funding a charitable gift with The Salvation Army is the impact you can have on your community.  The Salvation Army can put these funds to work to provide food, shelter, clothing, counseling, and hope to men, women, and children who are struggling in our local communities.
 
You might start by meeting these friends. Just click on the picture and you can view each story.



Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.


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 >>.


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 Mattox, JD
Planned Giving Director
for Riverside &
San Bernardino
Thanks very much for visiting us! We would be very pleased to help you. We invite you to email us at your convenience by clicking on our names.
Debbie Rossi
Planned Giving Director
for San Diego &
Imperial Counties


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 Greg.Mattox@usw.salvationarmy.org, Debbie.Rossi@usw.salvationarmy.org, legacy@usw.sarmy.org.

If you are a professional advisor, you may take the following steps on this site.







© Copyright 1999-2010 Crescendo Interactive, Inc.