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 SVSU Foundation, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 7400 Bay Road, University Center, MI 48710.
To make a cash bequest:
the sum of $_________ to be used by SVSU Foundation for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by SVSU 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 SVSU 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 SVSU Foundation for its general purposes.
Please call Andrew J. Bethune at (989) 964-4052 if you have any additional questions.
7400 Bay Road
University Center, MI 48710
Fax: (989) 964-7038
DTC Number: 5198
Account Number: 696-04E40
Taxpayer ID Number: 38-6085447
Our Broker: Merrill Lynch
Phone: (989) 791-8401
Please telephone our office if your client is transferring shares to SVSU Foundation. We need to know the name and numbers of shares being transferred.
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