Facts for Advisors
Wills and Trust Language
Bequest language that can be used in a gift by will or living trust:
I give and bequeath to The Foundation of the University of North Carolina at Wilmington, Inc., a not-for-profit corporation organized under the Laws of the State of North Carolina and having its principal office at 601 S. College Road, Wilmington, N.C. 28403-5990.
To make a cash bequest:
the sum of $_________ to be used by the Foundation of the University of North Carolina at Wilmington, Inc. for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by the Foundation of the University of North Carolina at Wilmington, 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 the Foundation of the University of North Carolina at Wilmington, 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 the Foundation of the University of North Carolina at Wilmington, Inc. for its general purposes.
Please call Mary M. Gornto at (910) 962-3751 if you have any additional questions.
Contact Information
The Foundation of the University of North Carolina at Wilmington, Inc.
601 S. College Road
Wilmington, N.C. 28403-5990
(910) 962-3751
Fax: (910) 962-7159
Click here for information on Securities Transfers
Please telephone our office if your client is transferring shares to the Foundation of the University of North Carolina at Wilmington, Inc. We need to know the name and numbers of shares being transferred.
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