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 The Society of the Little Flower, a not-for-profit corporation organized under the Laws of the State of Illinois, 1313 North 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 Janice Rutecki at (888) 996-1212 if you have any additional questions.
The Society of the Little Flower
1313 North 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.
“I wish to give all to Jesus, since He has shown me that He alone is perfect happiness.”
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