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.
|