Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to Orlando Health Foundation, Inc., a not-for-profit corporation organized under the Laws of the State of Florida and having its principal office at 3160 Southgate Commerce Blvd., Suite 50, Orlando, FL 32806.

To make a cash bequest:

the sum of $_________ to be used by Orlando Health Foundation for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Orlando Health 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 Orlando Health 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 Orlando Health Foundation for its general purposes.

Please call Janet Morrow at (321) 841-1466 if you have any additional questions.

Contact Information
Orlando Health Foundation
3160 Southgate Commerce Blvd., Suite 50
Orlando, FL 32806
(407) 841-5149
Fax: (407) 425-8545

Securities Transfers

DTC Number: 2971
Account Number: 7923356
Taxpayer ID Number: 59-2244943

Our Broker: Suntrust
(407) 237-5987
Fax: (407) 237-5604

Please telephone our office if your client is transferring shares to Orlando Health. We need to know the name and numbers of shares being transferred.