Wills and Trust Language
Bequest language that can be used in a gift by will or living trust:
I give and bequeath to Saint Lawrence Seminary, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 301 Church St., Mt. Calvary, WI 53057.
To make a cash bequest:
the sum of $_________ to be used by Saint Lawrence Seminary for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Saint Lawrence Seminary 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 Saint Lawrence Seminary 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 Saint Lawrence Seminary for its general purposes.
Please call Jim Paterson toll-free at (888) 526-8100 if you have any additional questions.
Saint Lawrence Seminary
301 Church Street
Mt. Calvary, WI 53057
Fax: (920) 753-7509
DTC Number: 0141
Account Number: 7663-6383
Taxpayer ID Number: 39-0807050
Our Broker: Wells Fargo
Please telephone our office if your client is transferring shares to Saint Lawrence Seminary. 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.