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 St. Joseph Public Schools Foundation, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 3275 Lincoln Ave., St. Joseph, MI 49085.

To make a cash bequest:

the sum of $_________ to be used by St. Joseph Public Schools Foundation for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by St. Joseph Public Schools Foundation 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 St. Joseph Public Schools Foundation 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 St. Joseph Public Schools Foundation for its general purposes.

Please call Christine Waterhouse at (269) 926-3252 if you have any additional questions.

Contact Information

St. Joseph Public Schools Foundation
3275 Lincoln Ave.
St. Joseph, MI 49085
(269) 926-3252
Fax: (269) 926-3247

Securities Transfers

DTC Number: 071201320

Account Number: 8414630

Taxpayer ID Number: 38-3296528

Please telephone our office if your client is transferring shares to St. Joseph Public Schools Foundation. We need to know the name and numbers of shares being transferred.

Copyright © R&R Newkirk. All rights reserved.