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.