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Friday October 31, 2014

Advisor Resources

The Salvation Army - Metropolitan Division

Would you like to see how your support is changing the lives of those most in need?  We would welcome the opportunity to schedule a personal visit for you. See and experience first hand how you make a difference with your support. 

Help the community by sharing the importance of a will. Partner with The Salvation Army and put on a joint presentation about wills and charitable gift annuities. Educate our donors and perhaps make new clients. Let us know if you are interested in making a difference.

Bequest Language

Example bequest language - Please contact us when using this language so we can make certain your clients wishes are followed.  We can help you with specific wording to meet their needs. 

The Salvation Army Metropolitan Division - Tax ID Number: 36-2167910

1. Bequest of cash or percent of estate

“I give the sum of $_________________ or _______% of my residuary estate (or if property is devised, describe same), to be used solely for the benefit of the programs in Greater Chicago supervised by THE SALVATION ARMY Metropolitan Division, an Illinois not-for-profit Corporation, with Headquarters currently located at 5040 N. Pulaski Road, Chicago, Illinois, 60630.”
 
2. Bequest of cash or percent of estate - restricted or designated
 
“I give to THE SALVATION ARMY Metropolitan Division, an Illinois not-for-profit Corporation, with Headquarters currently located at 5040 N. Pulaski Road, Chicago, Illinois, 60630, the sum of $_____________ or ______% of my residuary estate (or if property is devised, describe same) for the specific purpose of _________________________________________________________.”
 
Describe purpose: youth work, alcoholic rehabilitation, evangelism, senior citizens program, etc.
Or insert: for specific program(s) (Harbor Light, Evangeline Booth Lodge, etc.)
Or insert: for specific neighborhood unit of The Salvation Army ______________________ (city/name to be inserted)


3. Contingent beneficiary Bequest

(A contingent or residuary bequest provides for The Salvation Army to receive whatever is left of an estate after specific bequests have been fulfilled)
 
“I give to THE SALVATION ARMY Metropolitan Division, an Illinois not-for-profit Corporation with Headquarters currently located at 5040 N. Pulaski Road, Chicago, Illinois, 60630 all the residue and remainder of my residuary estate, to be used as “general operating funds” (or for the specific purpose as described).”
 
 
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