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 Windham Hospital Foundation, Inc., a not-for-profit corporation organized under the Laws of the State of Connecticut and having
its principal office at 112 Mansfield Avenue, Willimantic, CT 06226.
To make a cash bequest:
the sum of $_________ to be used by Windham Hospital Foundation, Inc., for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Windham Hospital Foundation, 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 Windham Hospital Foundation, 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 Windham Hospital Foundation, Inc., for its general purposes.
Please call Shawn Maynard at (860) 456-6861 if you have any additional questions.
Windham Hospital Foundation, Inc.
112 Mansfield Avenue
Willimantic, CT 06226
Fax: (860) 456-6192
DTC Number: 5198
Account Number: 56D 04126
Taxpayer ID Number: 56-2546632
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Fax: (860) 284-2225
Please telephone our office
if your client is transferring shares to Windham Hospital Foundation. We need to know the name and numbers
of shares being transferred.
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