Your Gift Will Bring Hope And Healing To Louisville Today


Planned Gifts

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. Planned gifts can be made in cash, real estate, stocks, bonds, personal property or life insurance.

Bequests by Will

One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting The Salvation Army, it serves as an example to your heirs of the values and ideals you hold dear. A bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.

Gift Annuity

A gift annuity is an agreement between you and The Salvation Army. In exchange for your irrevocable gift, The Salvation Army pays a fixed dollar amount during your life and/or the life of a designated loved one. The amount you receive is determined by the size of your gift, your age and the age of your beneficiary. Your income is guaranteed, regardless of market fluctuation. A major portion of your income is a tax-exempt return of principal and the income may be deferred until a later time as part of your retirement plan.

Charitable Remainder Trust

A charitable trust transfers ownership and management of cash and/or appreciated securities to The Salvation Army. The Army manages the trust and pays income to you for the remainder of your life and/or the life of another beneficiary. An annuity trust provides a fixed annual income for those wanting consistent, predictable payments. A unitrust pays a variable return based on market changes, providing an effective hedge against inflation.

Pooled Income Fund

A pooled income fund is a trust designed to provide variable yet reliable income. Like a commercial mutual fund, it combines your gift with the contributions of other fund participants, wisely investing the sum for a balance of income and growth. Dividends are paid to the shareholders in proportion to each person’s contribution. Your donation results in a tax deduction for the year your gift was made, elimination of capital gains tax if you invest appreciated securities, and reduction of estate taxes for your heirs.

Life Insurance

Contributions of life insurance can provide a substantial gift to The Salvation Army. The value of an ordinary policy at the time of the gift is tax deductible. If you continue paying the premiums, they also are deductible as charitable contributions. If a paid-up policy is given, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction.

Hometown Endowment

A hometown endowment is a perpetual gift that can be designated for a specific Salvation Army location or program. The original gift remains intact, and the income is used toward the designated area of service. An endowment can be established in memory of a loved one or a donation can be added to an existing fund that will contribute to your local community indefinitely.

Charitable Gift Annuity

A Charitable Gift Annuity from The Salvation Army is a commitment to the future.  It is a way to guarantee that the humanitarian work of The Salvation Army carries on forever.  It is your contribution to eternal hope.

The best part of The Salvation Army Gift Annuity program is that your donation not only helps us perform our valuable services in Nashville, it also provides security for your own future.

The Salvation Army Charitable Gift Annuity program has been in existence for over 75 years.  Because the Gift Annuity is a legally binding contract between you and The Salvation Army, it is secure and durable, with all of the Army’s unencumbered assets pledged as security for the payments we make to you, or the beneficiary of your choice, during their lifetime.

There is another pledge that The Salvation Army makes to you.  We will use your gift to continue ministry and services to people of all races, creeds, and cultures; wherever we serve.  So, with a Charitable Gift Annuity with The Salvation Army, you can do something great for the Army, those we serve, and yourself – all at once.

If you would like to see how a Charitable Gift Annuity could work for you personally, please email Kim Rutherford or call 1-502-664-8582.  Kim will be happy to answer questions and send information detailing how a Charitable Gift Annuity may help you.



If You Have Any Question About Any Of Way Of Supporting The Salvation Army Louisville, KY.
Please Contact Our Development Director

Kelly Hutchinson