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.
The Webb Schools
1175 West Baseline Road
Claremont, CA 91711
Fax: (909) 482-5279
DTC Number: 0235
Account Number: 30834731
Account Name: Webb Schools
Taxpayer ID Number: 95-1856591
Our Broker: Jay Marshal
RBC Wealth Management
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.
The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.