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 the Cumberlands, a not-for-profit corporation organized under the Laws of the State of Kentucky and having
its principal office at 816 Walnut Street, Williamsburg, KY 40769.
To make a cash bequest:
the sum of $_________ to be used by University of the Cumberlands for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by University of the Cumberlands 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 the Cumberlands 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 the Cumberlands for its general purposes.
Please call Sue Wake at (606) 539-4201 if you have any additional questions.
University of the Cumberlands
6191 College Station Drive
Williamsburg, KY 40769
Fax: (606) 549-2820
DTC Number: 2116
Account Number: 38-38-000-6213078
Taxpayer ID Number: 61-0470593
Our Broker: Fifth Third
Phone: (859) 455-5232
Fax: (859) 455-5454
Please telephone our office
if your client is transferring shares to University of the Cumberlans. We need to know the name and numbers
of shares being transferred.
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