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 Cuyahoga Community College Foundation a not-for-profit corporation organized under the Laws of the State of Ohio and having its principal office at 700 Carnegie Avenue, Cleveland, OH 44115.
To make a cash bequest:
the sum of $_________ to be used by Cuyahoga Community College Foundation for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Cuyahoga Community College 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 Cuyahoga Community College 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 Cuyahoga Community College Foundation for its general purposes.
Please call Amanda Pinney at (216) 987-4898 if you have any additional questions.
Cuyahoga Community College Foundation
700 Carnegie Avenue
ABA/Routing Number: 041001039
DTC Number: 2205
Account Number: 2024200-1674580
Taxpayer ID Number: 23-7320719
Fax Number: 216-987-4792
Please telephone our office if your client is transferring shares to KeyBank. We need to know the name and numbers of shares being transferred.
The information in the website is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to income tax apply to federal taxes only. Federal estate tax, state income/estate taxes or state law may impact your results.