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 Webb Schools, a not-for-profit corporation organized under the Laws of the State of California and having
its principal office at 1175 West Baseline Road, Claremont, CA 91711.
To make a cash bequest:
the sum of $_________ to be used by The Webb Schools for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by The Webb Schools 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 Webb Schools 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 Webb Schools for its general purposes.
Please call Joe Woodward at (909) 482-5220 if you have any additional questions.
Contact
Information
The Webb Schools
1175 West Baseline Road
Claremont, CA 91711
(909) 482-5220
Fax: (909) 482-5279
Securities Transfers
DTC Number: 0235
Account Number: 30834731
Account Name: Webb Schools
Taxpayer ID Number: 95-1856591
Our Broker: Jay Marshal
RBC Wealth Management
(310) 205-7714
Fax: (310) 859-0408
Please telephone our office
if your client is transferring shares to The Webb Schools. We need to know the name and numbers
of shares being transferred.