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 University of Arkansas - Fort Smith Foundation, Inc., a not-for-profit corporation organized under the Laws of the State of Arkansas and having its principal office at 5210 Grand Avenue, Fort Smith, Arkansas 72913.
To make a cash bequest:
the sum of $_________ to be used by University of Arkansas - Fort Smith Foundation, Inc. for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by University of Arkansas - Fort Smith Foundation, Inc. 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 University of Arkansas - Fort Smith Foundation, Inc. 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 University of Arkansas - Fort Smith Foundation, Inc. for its general purposes.
Please call (479) 788-7417 if you have any additional questions.
Contact Information
University of Arkansas - Fort Smith Foundation, Inc.
P.O Box 3649
Fort Smith, AR 72913
(479) 788-7417
Fax: (479) 788-7023
Securities Transfers
DTC Number: #5198
Account Number: #56704005
Taxpayer ID Number: #23-7408227
Our Broker: Merrill Lynch
(479) 441-2111
Fax: (479) 588-2084
Please telephone our office if your client is transferring shares to University of Arkansas - Fort Smith Foundation, Inc. We need to know the name and numbers of shares being transferred.
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