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Facts for Advisors

Wills and Trust Language

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

I give and bequeath to National Society to Prevent Blindness, DBA Prevent Blindness, a not-for-profit corporation organized under the Laws of the State of Illinois and having its principal office at 225 West Wacker Drive, Suite 400, Chicago IL, 60606.

To make a cash bequest:

the sum of $_________ be used by National Society to Prevent Blindness, DBA Prevent Blindness, for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by National Society to Prevent Blindness, DBA Prevent Blindness, 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 National Society to Prevent Blindness, DBA Prevent Blindness, 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 National Society to Prevent Blindness, DBA Prevent Blindness, for its general purposes.

Please call (800) 331-2020 if you have any additional questions.

Contact Information:

National Society to Prevent Blindness, DBA Prevent Blindness
225 West Wacker Drive, Suite 400
Chicago, IL 60606
(312) 363-6001, (800) 331-2020
Fax: (312) 363-6052

Securities Transfers

DTC Number: 2251

Account Number: Please call Prevent Blindness for further account information.

Taxpayer ID Number: Please call Prevent Blindness for further account information.

Our Broker: Mark F. Toledo, Chicago Partners

Brokerage Office Telephone: (847) 866-9775

Brokerage Office Fax Number: (312) 275-7885

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