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 Erskine College, a not-for-profit corporation organized under the Laws of the State of South Carolina and having its principal office at 2 Washington Street, Due West, SC 29639

To make a cash bequest:

the sum of $_________ to be used by Erskine College for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Erskine College 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 Erskine College 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 Erskine College for its general purposes.

Please call Ted Huie at (864) 379-8794 if you have any additional questions.


Contact Information
Erskine College
P.O. Box 608
2 Washington Street
Due West, SC 29639
(864) 379-8871
Fax: (864) 379-3164

Securities Transfers

Our Broker:
Andy Byrd
Smith Barney
501 River Street, 3rd Floor
Greenville, SC 29601

(800) 732-6599
Direct Line (864) 370-7278
andy.byrd@smithbarney.com

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


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