Small Public Charity

Baltimore Estate Planning Council

Based in Hagerstown, MD, Baltimore Estate Planning Council operates as a Small Public Charity. The organization reported $149K in revenue, $171K in expenses, $115K in total assets for fiscal year 2025. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $8K.

EIN: 526041962 Hagerstown, MD Latest filing: 2025
Total Revenue$149K
Total Expenses$171K
Total Assets$115K
Grant Records1
Funding Total$8K
Filing Years2020–2025

Mission

The Baltimore Estate Planning Council is an interdisciplinary organization of professionals involved in estate planning. It strives to foster an understanding of the proper relationship between the functions of the trust officer, attorney, qualified financial advisor, non-profit professional, accountant, and any other party or parties having to do with estate planning, and to encourage cooperation of persons acting under those disciplines. It also promotes education programs for members with respect to various aspects of estate planning and estate taxation.

Officers & Directors

Director Abby Holmes
Director Andrew Hahn
Director Aquanetta Betts
Director Christina Snyder
Director Christine Buckley
Vice President Elizabeth A Green

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$8,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $149K $171K $115K
2024 $139K $152K $136K
2023 $117K $129K $150K
2021 $116K $84K $148K
2020 $122K $114K $116K

Between 2020 and 2025, reported annual revenue grew from $122K to $149K (+22%), with total assets most recently reported at $115K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for Baltimore Estate Planning Council

Complete financials, all 1 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time