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 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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