Planning for the Future

 

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 Home Mission Sisters of America, Inc., a not-for-profit corporation organized under the Laws of the State of Kentucky and having its principal office at 405 West Parrish Avenue, Owensboro, KY, 42301

To make a cash bequest:

the sum of $_________ to be used by Glenmary Sisters for its general purpose.

To give a percentage of the estate:

_______ percent of my estate to be used by Glenmary Sisters 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 Glenmary Sisters 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 Glenmary Sisters for its general purposes.

Please call Janet Willis at (270) 686-8401 if you have any additional questions.

Contact Information

Home Mission Sisters of America, Inc.
P.O. Box 22264
Owensboro, KY 42304
(270) 686-8401
Fax: (270) 686-8759

Securities Transfers

DTC Number:
0141

Account Number:
3535-3119

Taxpayer ID Number
61-1203300

Our Broker
Gregory Longtine, CPA, CFP

Brokerage Office Telephone
(800) 688-6823

Brokerage Office Fax Number
(270) 683-0232

Please telephone our office if your client is transferring shares to Home Mission Sisters of America, Inc. (DBA: Glenmary Sisters). We need to know the name and numbers of shares being transferred.