Facts for Advisers

Planned Giving

  • 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 Mercy Hospital Foundation, a not-for-profit corporation organized under the Laws of the State of Minnesota and having its principal office at 7590 Lyric Lane NE, Fridley, MN 55432.

    To make a cash bequest:

    the sum of $_________ to be used by Mercy Hospital Foundation for its general purposes.

    To give a percentage of the estate:

    _______ percent of my estate to be used by Mercy Hospital Foundation 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 Mercy Hospital Foundation 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 Mercy Hospital Foundation for its general purposes.

    Please call Jane Flanders at (763) 236-3964 if you have any additional questions.

    Contact Information

    Mercy Hospital Foundation
    7590 Lyric Lane NE
    Fridley, MN 55432
    (763) 236-3966
    Fax: (763) 236-3960

    Securities Transfers

    DTC Number: #0015

    Account Number: 319-070728-122

    Taxpayer ID Number: Federal: 30-0086426; Minnesota: 6400996

    Our Broker: Morgan Stanley
    Phone: (952) 475-4158
    Fax: (952) 475-2587

    Please telephone our office if your client is transferring shares to Mercy Hospital Foundation. We need to know the name and number of shares being transferred. We will also be happy to provide the appropriate account numbers to you at that time.

    Copyright © by R&R Newkirk. All rights reserved.

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    Call 763-236-3966