Planned Giving
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 Women Employed, a not-for-profit organization, having its principal office at 1 E. Wacker Drive, Suite 2520, Chicago, IL 60601.
To make a cash bequest:
the sum of $_________ to be used by Women Employed for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Women Employed 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 Women Employed for its general purposes.
To give a tangible asset:
_______ shares of common stock of __________ owned by me at my death as these shares shall exist at the date of my death, to be used by Women Employed for its general purposes.
Please call Elizabeth Cunneen at 312-448-7625 if you have any additional questions.
Securities Transfers
DTC Number: 0141
Account Name: Women Employed
Account Number: 4201-4818
Taxpayer ID Number: 41-1416330
Our Broker: Wintrust Private Client
For broker contact information, call or email Elizabeth Cunneen at 312-448-7625 or ecunneen@womenemployed.org.
Contact Information:
Women Employed
1 E. Wacker Drive, Suite 2520
Chicago, IL 60601
Telephone: 312-782-3902
Please telephone our office if your client is transferring shares to Women Employed. We need to know the name and number of shares being transferred. We will also be happy to provide the appropriate account numbers to you at that time.