Ways You Can Help The Salvation Army

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The Salvation Army - Massachusetts Division's Bequest Language

An excellent way for you to support The Salvation Army - Massachusetts Division's mission is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy.

Types of Bequests


There are a number of ways you can make a bequest to The Salvation Army - Massachusetts Division.

Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to The Salvation Army - Massachusetts Division.

Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to The Salvation Army - Massachusetts Division.

Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to The Salvation Army - Massachusetts Division.

Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to The Salvation Army - Massachusetts Division.

Bequest Benefits


A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Bequest Language


In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to The Salvation Army - Massachusetts Division in your estate plan. We have provided some basic bequest language to assist you and your attorney.

If required, our Federal Tax ID # is 13-5562351

1. Specific Bequest

If you are considering making an outright bequest to The Salvation Army - Massachusetts Division, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath to The Salvation Army, a New York Corporation, the sum of _________ and No/100 dollars ($DOLLARS) solely for use in Massachusetts as needed (or for X purpose).

Bequest of Specific Personal Property

I hereby give, devise and bequeath to The Salvation Army, a New York Corporation, DESCRIPTION OF PROPERTY for the benefit of and/or use in Massachusetts.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to The Salvation Army, a New York Corporation, for the benefit of and/or use in Massachusetts as needed (or for X purpose).

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to The Salvation Army - Massachusetts Division, we recommend the following language:

I hereby give, devise and bequeath to The Salvation Army, a New York Corporation, ____ percent (___%) of my total estate, determined as of the date of my death, to be used in Massachusetts as needed (or for X purpose).

3. Residual Bequest

I hereby give, devise and bequeath to The Salvation Army, a New York Corporation, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used in Massachusetts as needed (or for X purpose).

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to The Salvation Army, a New York Corporation, DESCRIPTION OF PROPERTY to be used in Massachusetts as needed (or for X purpose).

Restricted Bequests


If you are considering a bequest that you would like to be used in a specific location or for a specific purpose, it is essential that you contact us so we can provide you and your attorney with the exact language that will assure that your charitable objectives are met.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give The Salvation Army flexibility should it no longer be possible for The Salvation Army to use your gift as you originally intended:

If, in the judgment of the Board of Directors of The Salvation Army, it shall become impossible for The Salvation Army to use this bequest to accomplish the specific purposes of this bequest, The Salvation Army may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.

Contact Us


Please contact us if you have any questions about how to make a bequest to The Salvation Army - Massachusetts Division or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for The Salvation Army - Massachusetts Division in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

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