Welcome to The Salvation Army Sierra Del Mar Division Planned Giving
Thank you for your interest in The Salvation Army - Sierra Del Mar Division. Our hope is to serve you and your family with helpful information. We have an increasing number of friends 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. 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 (800) 314-2769 Ext. 1287 or (760) 644-0561.
Personal Planner
Trusts For Creative Spenders Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. More ...
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 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.
Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with The Salvation Army - Sierra Del Mar Division. More on Easy IRA Gift >>.
Generous IRA Gift Jerry is a fireman who volunteers for a number of charities in his community. Recently, The Salvation Army - Sierra Del Mar 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 >>.
Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major 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 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.
Trusts can be quite useful for protecting children. However, for some children the trust serves an additional function: It protects the principal from being rapidly spent by a child. 
Steps to Wise Giving
