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.

Contact Information

University of the Cumberlands
6191 College Station Drive
Williamsburg, KY 40769
(606) 539-4201
Fax: (606) 549-2820

Securities Transfers

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.

Copyright © R&R Newkirk. All rights reserved.