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 Partnership for Families, Children & Adults, a not-for-profit corporation organized under the Laws of the State of Tennessee and having its principal office at 1800 McCallie Avenue, Chattanooga, TN 37404.

To make a cash bequest:

the sum of $_________ to be used by the Partnership for Families, Children & Adults for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by the Partnership for Families, Children & Adults 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 Partnership for Families, Children & Adults 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 Partnership for Families, Children & Adults for its general purposes.

Please call (423) 697-3827 if you have any additional questions.

Contact Information

Partnership for Families, Children & Adults
1800 McCallie Avenue
Chattanooga, TN 37404
(423) 697-7130
Fax: (423) 697-3812

Securities Transfers

DTC Number: 0141

Account Number: 4993-4076

Taxpayer ID Number: 62-0911679

Our Broker: Wells Fargo Advisors
Phone: (423) 265-4228
Fax: (423) 265-3244

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