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 Siena Heights University, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 1247 E. Siena Heights Drive, Adrian, MI 49221.
To make a cash bequest:
the sum of $_________ to be used by Siena Heights University for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Siena Heights University 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 Siena Heights University 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 Siena Heights University for its general purposes.
Please call Dan Peña at (517) 264-7146 if you have any additional questions.
Siena Heights University
1247 E. Siena Heights Drive
Adrian, MI 49221
Fax: (517) 264-7704
DTC Number: 0725
Account Number: 85966134
Taxpayer ID Number: 38-1366958
Harry "Dusty" Steele
Raymond James Financial
130 North Main Street
Adrian, Michigan 49221
Phone Number: (517) 266-9224
Please telephone our office if your client is transferring shares to Siena Heights University. We need to know the name and numbers of shares being transferred.
The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.