Suggested Legal Language for Estate Gifts
1. PERCENT BEQUEST
I give to THE SALVATION ARMY, an Illinois Corporation, located in (City), (State) to be used only in (City), (State), _____ percentage of the value of my estate, including cash, securities and real estate to be used for general operating purposes.
2. BENEFICIARY DESIGNATIONS
You can name THE SALVATION ARMY, an Illinois Corporation, as beneficiary of the following assets:
||Home, Farm or Vacation Home
||Savings and Checking Accounts
||Brokerage and Mutual Fund Accounts
|Certificates of Deposit
||Tangible Personal Property
I give to THE SALVATION ARMY, an Illinois Corporation, located in (City), (State) to be used only in (City), (State) to be used for general operating purposes, the principal to be invested and the annual income only to be used for the purpose described.
To any of the suggested language listed above, the following can be added to ensure your gift is directed according to your wishes:
“to be used for _________________ (designate purpose: feeding programs, camp, disaster services, or other specific programs or ministries).”
Honor or Memorial Gift:
“in honor of or memory of _________________ (designate name of person/s to be honored).”
Please include our legal name, address and tax ID listed below.
The Salvation Army - Gift Planning Office
Kansas & Western Missouri Division
3637 Broadway, Kansas City, MO 64111-2503
Tax ID Number: 36-2167910
Thank you for considering a gift to The Salvation Army in your planning. We trust the above designations will help you and your professional advisor achieve your desired philanthropic goals. We would appreciate being informed of your gift so that we can properly express our thanks.
For more information call - 816-968-0365 or 1-800-336-4547, ext. 365
Download our legal language here.