Wills and Trust Language
Bequest language that can be used in a gift by will or living trust:
I give and bequeath to The Mission of Our Lady of Mercy, Inc., a not-for-profit corporation organized under the Laws of the State of Illinois and having
its principal office at 1140 W. Jackson Blvd., Chicago, IL 60607.
To make a cash bequest:
the sum of $_________ to be used by The Mission of Our Lady of Mercy, Inc. for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by The Mission of Our Lady of Mercy, Inc. 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 The Mission of Our Lady of Mercy, Inc. 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 The Mission of Our Lady of Mercy, Inc. for its general purposes.
Please call Dan Pritchard at (312) 738-8334 if you have any additional questions.
Contact
Information:
The Mission of Our Lady of Mercy, Inc.
1140 W. Jackson Blvd.
Chicago, IL 60607
(800) 378-8266
Fax: (312) 738-9250
Securities Transfers
DTC Number: 992
Account Number: 98-71-N330-07-2
Taxpayer ID Number: 36-2171726
Our Broker:
Tracy Von Holle
M&I Marshall & Iisley Bank
111 East Kilbourn Ave., Suite 200
Milwaukee, WI 53202
Brokerage Office Telephone:
(414) 287-7391
Brokerage Office Fax Number:
(414) 287-7125
Please telephone our office at 1-800-378-8266
if your client is transferring shares to Mercy Home for Boys & Girls. We need to know the name and numbers
of shares being transferred.
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