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 Mary-of-the-Woods, a not-for-profit corporation organized under the Laws of the State of Indiana and having its principal office at 3301 Saint Mary's Road, Saint Mary-of-the-Woods, IN 47876

To make a cash bequest:

the sum of $_________ to be used by Saint Mary-of-the-Woods College for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Saint Mary-of-the-Woods College 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 Mary-of-the-Woods College 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 Mary-of-the-Woods College for its general purposes.

Please call April Simma at (812) 535-5225 if you have any additional questions.

Contact Information

Saint Mary-of-the-Woods
P.O. Box 70
Saint Mary-of-the-Woods, IN 47876
(812) 535-5270
Fax: (812) 535-5245

Securities Transfers

DTC Number: 768

Account Number: 79613701

Taxpayer ID Number: 35-1065063

Our Broker:
Hilliard Lyons Inc.,
Terre Haute
(812) 238-2468
Fax: (812) 235-4762

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