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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 ProLiteracy Worldwide, a not-for-profit corporation organized under the Laws of the State of NY and having its principal office at 1320 Jamesville Avenue, Syracuse, NY 13210.

To make a cash bequest:

the sum of $_________ to be used by ProLiteracy Worldwide for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by ProLiteracy Worldwide 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 ProLiteracy Worldwide 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 ProLiteracy Worldwide for its general purposes.

Please call Lynne Marie Jones at (315) 422-9121 Ext. 362 if you have any additional questions.


C
ontact Information:
ProLiteracy
1320 Jamesville Avenue
Syracuse, NY 13210
(315) 422-9121
Fax: (315) 422-6369

Securities Transfers

DTC Number:
0418

Account Number:
687-08648-13-123

Taxpayer ID Number:
16-6076384

Our Broker
Smith Barney
(315) 448-3379 or (315) 448-3362

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