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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 Indian River Medical Center Foundation, a not-for-profit
corporation organized under the Laws of the State of Florida
and having its principal office at 1000 36th Street, Vero Beach, FL 32960.
To make a cash bequest:
the sum of $_________ to
be used by Indian River Medical Center for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Indian River Medical Center 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 Indian River Medical Center 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 Indian River Medical Center for its general purposes.
Please call Murray Fournie at (772) 567-4311 ext. 1689 if you have any additional questions.
Contact Information:
Indian River Medical Center Foundation
1000 36th Street
Vero Beach, FL 32960
(772) 567-4311 ext. 1615
Fax: (772) 563-4770
Securities Transfers
DTC Number:
State Street & Trust DDA 00166611
Account Number:
CG46
Taxpayer ID Number
59-0760215
Our Broker
Liz Simnick
Brokerage Office Telephone
(336) 747-7643
Brokerage Office Fax Number
(617) 786-2079
Please telephone our office
if your client is transferring shares to Indian River Medical Center Foundation. We need to know the name and numbers of shares being transferred.
Copyright © 2008 by R&R Newkirk. All rights reserved.
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