Allied Professional Information

Planned Giving Allied Professional Information

If your client intends to include The Salvation Army in their will or trust it's important to use specific language that will ensure your client's gift will be used as they intend and support the programs and services they choose.

In addition, as you explore strategies to fulfill your client's philanthropic intentions, tax situation and income needs, we can provide illustrations for various situations with the following gift vehicles:

  • Gift Annuity - Deferred
  • Gift Annuity - One or Two Lives
  • Unitrust - Term of Years
  • Unitrust - One to Eight Lives
  • Revocable Trust
  • Testamentary UT/Gift Annuity

To speak with Michael Afflitto, Director of Planned Giving, regarding bequest wording or illustrations please call or 860-702-0070 or email: