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 >>.

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.

• View the donor stories.
• View a personal color story for yourself.
• Read the Personal Planner.
• View the Personal Finance Note for this week.
• Learn about personal finance news.
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• Sign up for our free weekly personal finance newsletter.

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

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