Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to International Aid, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 17011 Hickory, Spring Lake, MI 49456

To make a cash bequest:

the sum of $_________ to be used by International Aid for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by International Aid 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 International Aid 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 International Aid for its general purposes.

Please call Steve Hilbrands at (616) 846-7490, ext. 216 if you have any additional questions.

 

Contact Information
International Aid
Office of Planned Giving
17011 Hickory
Spring Lake, MI 49456
(616) 846-7490
Fax: (616) 846-3842

 

Securities Transfers

DTC Number:
 5198

Account Number:
 676-07R87

Taxpayer ID Number
 38-2323550

Our Broker
 Merrill Lynch
250 Monroe, Ste. 600
Grand Rapids, MI 49503

Brokerage Office Telephone
 (616) 774-4281
Contact: Norma McEwan

 

Please telephone our office if your client is transferring shares to IA . We need to know the name and numbers of shares being transferred. You may contact the following individuals: Steve Hilbrands or Sheila Tjapkes.


Copyright © 2007 by R&R Newkirk. All rights reserved.

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