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Welcome to The Salvation Army
Serving those in Western Michigan & Northern Indiana
Thank you for your interest and support. Our desire is to provide you with helpful estate, gift and tax information as you work through your estate planning process. I am reminded the "The hearse doesn't stop at the bank". We are well qualified to assist you in the estate design process of this area of stewardship responsibility for no fee, confidentially, and for no obligation to help care for your desires.
Perhaps you, like many of those who have chosen to partner with us in this ministry, would benefit greatly from making a life income gift like a Charitable Gift Annuity or Charitable Remainder Trust. There are incredible ways to address the desires and needs of your heart and additionally receive wonderful benefits at the same time. It is comforting to know these instruments offer ways to effectively share your heart's desires and help to offset the challenges offered by these turbulent financial times.
Please feel free to contact me and/or click here to learn more about these services, opportunities, and other gift planning ideas.
Warmly,
Rich
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
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.
Warmly,
Rich Dorsey
Planned Giving Director
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with The Salvation Army - Western Michigan & Northern Indiana Division. More on Easy IRA Gift >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
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.
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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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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 rdorsey@usc.salvationarmy.org.
If you are a professional advisor, you may take the following steps on this site.
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