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Monday December 5, 2016

Advisor Resources

The Salvation Army - Metropolitan Division - Effective 10/01/2016
                          - NEW STOCK TRANSFER AGENT -

Agent: The Bank of New York Mellon (BNY Mellon)

Attn: Jorja Watts   412-234-0439   jorja.watts@bnymellon.com

DTC#: 0443

Account Number: N7M001798

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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