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.


Contact Information

The Society of the Little Flower
1313 North Frontage Road
Darien, IL 60561
(888) 996-1212
www.littleflower.org

Securities Transfers

DTC Number: 0164 Code 40

Account Number: 8328-4938

Taxpayer ID Number: 36-2174834

Our Broker: Charles Schwab
(630) 572-2548
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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