Donor Stories
Hear the stories of friends who have made an impact through their acts of giving to our organization.
Gifts made from your estate by will, trust or beneficiary designation
Bequest
Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
Using a Beneficiary Designation to Make a Gift
Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged her to update her estate plan.
Gift of a Bank Account When No Longer Needed (POD)
Keith has been a faithful supporter of The Salvation Army - Eastern Pennsylvania & Delaware Division and makes regular gifts to support our work. Recently, Keith talked to our staff and expressed his interest in naming The Salvation Army - Eastern Pennsylvania & Delaware Division as a beneficiary of his estate, but he wanted to keep the process as simple and inexpensive as possible.
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event The Salvation Army - Eastern Pennsylvania & Delaware Division held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.
A Bequest to Further Good Work
Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of The Salvation Army. They wanted to create a legacy to provide future resources to continue its mission.
Tax-Free Sale
Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising.
Sale and Unitrust
Gene and Carol 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. This sale would require that Gene and Carol sell their stock, subjecting them to capital gains. Gene and Carol are looking for a way to save taxes.
The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm. When Mary was a child, the farm was out in the country. Now that the city has grown, the farm is within the city limits. Several developers would like to build homes on the farmland.
Gifts that provide you and your loved ones with income and tax benefits
Property Turns Into Income
Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
Flexible Deferred Gift Annuity
Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
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, as the stock increased in value to $100,000 within three years. Though they were not in need of additional income at the time, the couple decided to cash in on this growth.
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
We have all heard the saying, "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible. Karen and Stephen felt this way when they were establishing their estate plan. They wanted to pass their estate to family, but they also had a place in their hearts for our charitable mission.
What Will You Do With Your Unspent Retirement Savings?
Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks and IRAs. They met with their financial advisor to discuss a plan to provide for their family and for some of their favorite nonprofit organizations.
Leading for the Future
Luke and Cynthia spent many years volunteering and supporting The Salvation Army. They wanted to give back in a way that would help fulfill its mission. At the same time, they were looking for a way to care for their family in the future.
Maximizing Mineral Income
Walter and May recently retired and moved south to a new retirement community. They still own their 250-acre ranch. Because the ranch has very valuable subsurface mineral rights, Walter and May have been approached several times about entering into a mineral lease that would allow for the production of oil and gas.
Gift for a Loved One with Special Needs
Richard is a successful business owner. His younger brother, Robert, was born with special needs. For the past 10 years, Richard has supported Robert, including paying the costs for Robert's adult care facility.
Carl Plans For the Future with Charitable Gift Annuities
The Salvation Army is blessed to have a friend like Carl. He began his relationship with us many years ago, giving annually to important programs.
Stacia Straley, a Lasting Impression
Cherished childhood memories greatly influenced Dr. Stacia A. Straley to include a gift to the Salvation Army in her will and name the organization as the beneficiary of her retirement accounts.
Richard Sitnik. Giving a Hand Up
What's the definition of a "hardscrabble life"? When life is difficult and people are poor, trying to scratch out a living to survive.
