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
To give a percentage of the
_______ percent of my estate
to be used by Glenmary Sisters for its
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
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.
Home Mission Sisters of America, Inc.
P.O. Box 22264
Owensboro, KY 42304
Fax: (270) 686-8759
Taxpayer ID Number
Gregory Longtine, CPA, CFP
Brokerage Office Telephone
Brokerage Office Fax Number
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.