|
Wills and Trust Language
Bequest language that can be used in a gift by will or living trust:
I give and bequeath to Merrimack College, a not-for-profit corporation organized under the Laws of the State of Massachusetts and having
its principal office at 315 Turnpike Street, North Andover, MA 01845.
To make a cash bequest:
the sum of $_________ to be used by Merrimack College for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Merrimack College 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 Merrimack College 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 Merrimack College for its general purposes.
Please call Joseph Kelley at (978) 837-5126 if you have any additional questions.
Contact
Information:
Merrimack College
315 Turnpike Street
North Andover, MA 01845
(978) 837-5126
Fax: (978) 837-5126
Securities Transfers
Account Name: Merrimack College
DTC Number: 0226
Account Number: HDM-068535
Taxpayer ID Number: 04-2103731
Our Broker:
Larry Lamagna
National Financial Services LLC
(978) 475-3443
Please telephone our office
if your client is transferring shares to Merrimack College. We need to know the name and numbers
of shares being transferred.
|
