Planned Giving: Creative Ways to Help

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 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.


Contact Information

Saint Lawrence Seminary
301 Church Street
Mt. Calvary, WI 53057
(888) 526-8100
(920) 753-7576
Fax: (920) 753-7509

Securities Transfers

DTC Number: 0141

Account Number: 7663-6383

Taxpayer ID Number: 39-0807050

Our Broker: Wells Fargo
(800) 283-3246

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.