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 the Union College, a not-for-profit corporation organized under the Laws of the State of Kentucky and having its principal office at 310 College Street, Barbourville, KY 40906.

To make a cash bequest:

the sum of $_________ to be used by Union College for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Union College 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 Union College 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 Union College for its general purposes.

Please call Denise Wainscott at (606) 546-1218 if you have any additional questions.

Contact Information:

Union College
310 College Street
Barbourville, KY 40906
(606) 546-4151 (main)
Fax: (606) 546-1217

Securities Transfers

DTC Number: 901

Account Number: 368235

Taxpayer ID Number: 61-0461768

Our Broker: Boston Trust & Investment Management Co.

Brokerage Office Telephone: (617) 726-7246

Brokerage Office Fax Number: (617) 227-2690

Please telephone our office if your client is transferring shares to Union College. We need to know the name and number of shares being transferred.