Facts for Advisers

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to Anderson University, a not-for-profit corporation organized under the Laws of the State of South Carolina and having its principal office at 316 Boulevard, Anderson, SC 29621.

To make a cash bequest:

the sum of $_________ to be used by Anderson University for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Anderson University for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by Anderson University for its general purposes.

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by Anderson University for its general purposes.

Please call R. Dean Woods at (864) 231-2068 if you have any additional questions.


Contact Information

Anderson University
316 Boulevard
Anderson, SC 29621

(864) 231-2000
Fax: (864) 231-2004


Securities Transfers

DTC Number:
0418

Account Number:
821-01209-14

Taxpayer ID Number
5703 249 06

Our Broker
Chuck Lee, Smith Barney

Brokerage Office Telephone
(864) 222-6802

Brokerage Office Fax Number
(864) 222-6801

Please telephone our office if your client is transferring shares to Anderson University.
We need to know the name and numbers of shares being transferred.


Copyright © 2008 by R&R Newkirk. All rights reserved.