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Welcome to The Salvation Army
Eastern Michigan Division Planned Giving


Thank you for your interest in The Salvation Army. Our hope is to serve you and your family as you work through your estate planning process. Perhaps you, like many of those who have chosen to partner with us would benefit greatly from making an income gift. 


                                                              IRA ROLLOVER 2009

Are you looking for a simple, convenient way to make a gift to charity this year without dipping into your checking or savings account?  If you are over 70 1/2, you can transfer up to $100,000 from your IRA to charity in 2009 without paying any federal income tax.  Your gift can be made simply by notifying your IRA plan custodian of your intent to make a current transfer to us or another charitable organization.  And you will feel good knowing that you were able to make a simple easy gift from your IRA this year.  For more information on how to make an IRA rollover gift in 2009, please contact us. 



"Seven Ways to Leave Retirement Benefits To Charity"
Presenter - Salvatore J. LaMendola, JD, CPA, Giarmarco, Mullins & Horton, PC, Attorneys and Counselors At Law.
"Gifts of Life Insurance to Charity"
Presenter - David R. de Reyna, JD, LL.M., Kotz, Sangster, Wysocki and Berg, PC, A Michigan Law Firm.
"Identifying One's Gifting Capacity During Lifetime - Effective Wealth Planning and Gifting Strategies"
Presenters - Joseph Saker, MBA and Tara C. Thompson, CFA, CFP, Alliance Berstein Global Wealth Management.


Benefits For Family and The Salvation Army

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.


A Bequest to Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.


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, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.


Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email me at your convenience.


Wally Savage
Director of Planned/Major Gifts
Monroe & Wayne Counties
Phone: 248.361.1062

Ruth Stoel
Gift Planning Specialist
Metro Detroit Area
Phone: 248.808.2091

Charna Boquette
Gift Planning Specialist
Washtenaw, Livingston, Lenawee, and Hillsdale County
Phone: 248.361.1255


Douglas Speck
Gift Planning Specialist
Northern Michigan Area
Phone: 810.210.7967

Ellen Schmidt
Estate and Legacy Specialist
Phone: 248.443.5500 ext. 335

Mary Kraft
Gift Planning Specialist
Norhtern Oakland County
Phone: 248.200.4369

Jason Hale
Gift Planning Specialist
Southern Oakland County
Phone: 248.941.9230

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact janet_h_street@usc.salvationarmy.org.

If you are a professional advisor, you may take the following steps on this site.







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