Do you have a client who wants to make a gift or bequest to Mercy Home for Boys and Girls?
Here you’ll find our correct legal name, suggested bequest clauses
and information for securities transfers.
Wills
and Trusts Language
I give and bequeath to Mercy Home for Boys and Girls, 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: 0226
Account Number: P43-022403
Taxpayer ID Number: 36-2171726
Our Broker:
Calliope (Callie) Orfanos Morris
Bank of America
31 S. LaSalle Street
Chicago, IL 60697
Brokerage Office Telephone:
(312) 923-1898
Brokerage Office Fax Number:
(312) 974-5665
Please telephone our office if your client
is transferring shares to Mercy Home for Boys and Girls.
We need to know the name and numbers of shares being transferred. You may
contact the following individuals.
Copyright © R&R Newkirk. All rights reserved.
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