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 Bev Sanders at (772) 226-4960 if you have any additional questions.
Indian River Medical Center Foundation
1000 36th Street
Vero Beach, FL 32960
Fax: (772) 563-4770
DTC Number: 997
Point of Contact
When securities are held in an account at a brokerage firm or a bank, they may be transferred electronically. The Foundation has an account with State Street Bank & Trust receiving gifts of securities.
Please call in advance advising them that the securities are forthcoming, so they can authorize acceptance to facilitate the transfer.
Also, please notify the Foundation office as soon as you have indicated your stock transfer transaction. Oftentimes stocks are transferred through a clearinghouse and the donor’s name is inadvertently omitted.
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