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    Make a Future Gift of Retirement Assets

    Search For My Custodian:

    Your Name
    Your Address (Street or P.O. Box)
    Your ZIP
     Notify us of your IRA gift
    Your Email
    Comments
    Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

    Beneficiary Designation Gifts

    Make a Future Gift of Retirement Assets

    Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to The Salvation Army - Great Lakes Division.

    If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

    Beneficiary Designation Gifts
    Donor
    Designation Form
    Account Custodian
    Property
    (IRA/Investment)
    Salvation Army
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    Benefits of gifts of retirement assets

    • Simplify your planning
    • Support the causes that you care about
    • Continue to use your account as long as you need to
    • Heirs can instead receive tax-advantaged assets from the estate
    • Receive potential estate tax savings from an estate tax deduction

    How to make a gift of retirement assets

    To leave your retirement assets to The Salvation Army - Great Lakes Division, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate The Salvation Army - Great Lakes Division as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

    Future gifts from your retirement assets

    Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to The Salvation Army - Great Lakes Division. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to The Salvation Army - Great Lakes Division.

    Contact us

    If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

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