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 National Society to Prevent Blindness, a not-for-profit
corporation organized under the Laws of the State of Illinois
and having its principal office at 211 West Wacker Drive, Suite 1700, Chicago IL, 60606.
To make a cash bequest:
the sum of $_________ to
be used by National Society to 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 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 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 for its general purposes.
Please call Tim Aggen at (800) 331-2020 if you have any additional questions.
Contact Information:
National Society to Prevent Blindness
211 West Wacker Drive, Suite 1700
Chicago, IL 60606
(312) 363-6001, (800) 331-2020
Fax: (312) 363-6052
Securities Transfers
DTC Number: 2251
Account Number: Please call Prevent Blindness America for further account information.
Taxpayer ID Number: Please call Prevent Blindness America for further account information.
Our Broker: LaSalle Bank N.A.
Brokerage Office Telephone: (312) 904-1873
Brokerage Office Fax Number: (312) 904-2339
Please telephone our office
if your client is transferring shares to Prevent Blindness America.
We need to know the name and numbers of shares being transferred.
Copyright © 2008 by R&R Newkirk.
All rights reserved.
