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 Hebrew Union College - Jewish Institute of Religion, a not-for-profit corporation organized under the Laws of the State of New York and having its principal office at One West 4th Street, NY, New York 10012.

To make a cash bequest:

the sum of $_________ to be used by Hebrew Union College - Jewish Institute of Religion for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Hebrew Union College - Jewish Institute of Religion 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 Hebrew Union College - Jewish Institute of Religion 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 Hebrew Union College - Jewish Institute of Religion for its general purposes.

Please call Andrew Grant at (212) 824-2294 if you have any additional questions.

Contact Information:
Hebrew Union College - Jewish Institute of Religion
One West Fourth Street, New York, NY 10012
(212) 824-2294
Fax: (212) 301-3874

Securities Transfers

DTC Number: 2803

Account Number: 08-2915 STA

Taxpayer ID Number: 3105377067

Our Broker:
US Bank
Rajeania Eqan
(513) 632-4618

Please telephone our office if your client is transferring shares to Hebrew Union College - Jewish Institute of Religion. We need to know the name and numbers of shares being transferred.