Recommended Language for Wills and Living Trusts
I give and bequeath to The Society of the Little Flower, a not-for-profit corporation organized under the Laws of the State of Illinois, 1313 N. Frontage Road, Darien, IL 60561.
To make a cash bequest:
the sum of $_________ to be used by The Society of the Little Flower, for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by The Society of the Little Flower, 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 Society of the Little Flower, 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 Society of the Little Flower, for its general purposes.
Please call Paula Tomsky, Administrative Assistant, at (888) 996-1212 if you have any additional questions.
The Society of the Little Flower
1313 N. Frontage Road
Darien, IL 60561
DTC Number: 0164 Code 40
Account Number: 8328-4938
Taxpayer ID Number: 36-2174834
Our Broker: Charles Schwab
Fax: (630) 572-2536
Please telephone our office if your client is transferring shares to Charles Schwab. We need to know the name and numbers of shares being transferred.