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 Hospice of the Upstate, Inc., a not-for-profit
corporation organized under the Laws of the State of South Carolina
and having its principal office at 1835 Rogers Road, Anderson, SC 29621.
To make a cash bequest:
the sum of $_________ to
be used by Hospice of the Upstate for its
general purposes.
To give a percentage of the
estate:
_______ percent of my estate
to be used by Hospice of the Upstate 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 Hospice of the Upstate 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 Hospice of the Upstate for its general purposes. Please call Carol Kreson at (864) 224-3358 if you have any additional questions.
Contact Information
Hospice of the Upstate
1835 Rogers Road
Anderson, SC 29621
(864) 224-3358
Fax: (864) 328-1975
Securities Transfers
Our Broker
AG Edwards
Brokerage Office Telephone
(864) 232-6605 or (800) 285-6605
Brokerage Office Fax Number
(864) 370-2521
DTC Number
Contact AG Edwards for information
Account Number
Contact AG Edwards for information
Taxpayer ID Number
Contact AG Edwards for information
Please telephone our office
if your client is transferring shares to Hospice of the Upstate.
We need to know the name and numbers of shares being transferred.
Copyright © R&R Newkirk. All rights
reserved.
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