Michael Afflitto, CAP®
Southern New England Division
855 Asylum Avenue
Hartford, CT 06105
Toll Free: 1-888-468-5356
Tel: 860-702-0070 Direct
The Salvation Army, an international movement, is an evangelical part of the universal Christian church. Its message is based on the Bible. Its ministry is motivated by the love of God. Its mission is to preach the gospel of Jesus Christ and to meet human needs in His name without discrimination.
Through a Bequest in your Will, you can help ensure the work of The Salvation Army continues to meet the needs of those in the Southern New England Area. You can direct that your bequest be used for a specific program, place or need of The Salvation Army. Your generosity will make a substantial difference, and be much appreciated.
By making a gift to The Salvation Army Southern New England Division in your Will, you will reduce or eliminate any applicable estate taxes. The federal government allows unlimited deductions for qualified charitable gifts.
The wording in your Will can be as simple as the following:
“I give, devise and bequeath to The Salvation Army, a religious and charitable organization with principal offices at 440 West Nyack Road, West Nyack, NY 10994, the sum of $___________, and/or securities or other properties described herein, namely (item), for use in (city, state), to be used for (program) …or for the benefit of (program).”
You can designate a specific dollar amount, specific item or specific percentage of your estate to The Salvation Army of Southern New England.
You can leave The Salvation Army of Southern New England all, or a portion, of what is left (the residue) after all the specific bequests have been fulfilled.
You can make The Salvation Army of Southern New England the beneficiary of your Will in the event your primary beneficiary is not available or is unable to meet conditions you have set. For example, if there are no surviving family members, all or a portion of the estate could go to The Salvation Army.
If you have already made a plan in your Will to give to The Salvation Army of Southern New England, please let us know. With this thoughtful and generous gift, we understand you regard us as one of the family. We will want to keep you informed regarding changes in the laws affecting estate planning, and about The Salvation Army programs that you have expressed an interest in.
It would be very helpful to us in order to make plans for the future, if you would fill out a Declaration of Bequest form. This form is kept confidential and will not be shared. Based upon your State of legal residence, please click here for a Connecticut form or click here for a Rhode Island form. Then, print the form, fill it out, and return it to Michael Afflitto.
Visibility of The Salvation Army and its religious and charitable work is more evident in its local branches or service arms than in its legal and administrative structure. Many aspects of Salvation Army service are necessary benefits for local operations but are not practically provided for by local communities and their annual operating budgets. The Army uses various systems of funding to address these needs. Because needs fluctuate, a donor would be wise not to unduly encumber a gift with restrictions that may hinder its use, especially in the event that the purpose for which the gift was given no longer exists or may not require the total amount of the gift. Because it is Salvation Army policy to allocate a portion of an unrestricted gift to the community in which the gift was cultivated, it may be desirable to allow the Board of trustees some latitude in tailoring the gift to community needs.
If the donor of an outright gift, planned giving instrument, bequest, trust, or similar instrument specifies that it should aid a Salvation Army activity or service program, whether in a particular community or as conducted by the organization generally, the gift will be allocated accordingly. A restricted gift must be accompanied by a statement that names the purpose of the gift.
Restricted gifts are of two primary categories: for a specific purpose (donor-restricted) or stipulated to endow either general operations or a specific activity or service program (restricted or unrestricted endowment). The entire original donation for donor-restricted gifts will be spent at a rate determined by expenses incurred for the purpose stated by the donor.
Donations received to endow operations or specific purposes are held in perpetuity. Only the total investment return is available for spending, based on a plan designed to retain the purchasing power of the gift into the future.
Guidelines for restrictive gift language are both available from The Salvation Army’s planned giving directors.
Even when a gift is not donor-restricted, the Board of Trustees nevertheless assumes that acceptance of the gift imposes certain obligations and rights, namely:
It should be noted that a gift to The Salvation Army of a named community with or without an address, is considered an unrestricted gift, as mandated by the Financial Accounting Standards Board (FASB).