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- LOCAL LEADERSHIP
  
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- Howard County Service Center & Thrift
  
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- Planned Giving
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Will and Trust Assistance

Contact me to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission.

Richard Metzgar

Associate Director Planned Giving
410-507-5779
[email protected] (email)

Some people’s legacies are written on monuments.
Yours can be written on lives.

The Will Planning Forms above can be used as an exercise when discussing your will.
Contact Ted Simon for more details.
410.507.5779 (Cell)
240.446.1567 (Office)
[email protected] (email)

Consciously or unconsciously, we are all building a legacy. In time, we will be remembered by friends and family members for the things we do, the causes or organizations we support, and the special ways our lives intersect with others. A carefully considered estate plan can be an important part of your personal legacy—a benefit to you and to those you care about. As a part of your estate plan, a will or living trust can reflect your life values as well as your concern for loved ones, and still be a legally sound tool that will efficiently distribute your estate. Certainly, your will or living trust should be more than splitting your estate among your beneficiaries. It should be practical, carefully planned, and sensitive. Whether your will or living trust is simple or complex, you can make it more effective if you consider the following key components of effective estate planning.

The Salvation Army has many options to help you plan your estate. The Salvation Army's planned giving advisors are professionals with many years of experience in estate and gift planning who care about your goals and plans. They will work with your attorney or accountant to explain the many gift opportunities available to you and the financial advantages of each. Contact Ted Simon to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission.

What are the benefits of making a gift by will or trust?

You leave a lasting legacy to be remembered
You lessen the burden of taxes on your family
You may receive estate tax savings

How do I make a gift by will or trust?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or The Salvation Army Southern Territory as part of your estate plan with the help of Ted Simon and your advisor.

What are my options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

IMPORTANT MESSAGE:
Most Supporters who leave a legacy in their estate plans, want their future gift to be used for the local community. Please contact me for the specific wording to use in your Will, Trust or Retirement Plan to make certain that your gift supports The Salvation Army location and program that you would want to benefit.

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

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Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Never Miss a Chance to Do the Most Good

Will and Trust Assistance

Some people’s legacies are written on monuments. Yours can be written on lives.

Some people’s legacies are written on monuments.
Yours can be written on lives.