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 Walsh College of Accountancy and Business Administration, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 3838 Livernois Road, Troy, Michigan 48309.

To make a cash bequest:

the sum of $_________ to be used by Walsh College of Accountancy and Business Administration for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Walsh College of Accountancy and Business Administration 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 Walsh College of Accountancy and Business Administration 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 Walsh College of Accountancy and Business Administration for its general purposes.

Please call Stan Simek at (248) 823-1387 if you have any additional questions.

Contact Information

Walsh College of Accountancy and Business Administration
3838 Livernois Road
Troy, MI 48309
(248) 823-1387
Fax: (248) 689-0996

Securities Transfers

DTC Number: 2108

Account Number: 1055016354

Taxpayer ID Number: 20-0664128

Our Broker: Comerica Bank
(313) 222-4218
Fax: (313) 222-7041

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

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