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 Albany Public Schools Foundation, a not-for-profit corporation organized under the Laws of the State of Oregon and having its principal office at 336 SW 9th Ave., Albany, OR 97321.

To make a cash bequest:

the sum of $_________ to be used by Albany Public Schools Foundation for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Albany Public Schools Foundation 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 Albany Public Schools Foundation 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 Albany Public Schools Foundation for its general purposes.

Please call us at 541-979-2773 if you have any additional questions.

Contact Information

Albany Public Schools Foundation
336 SW 9th Avenue
Albany, OR 97321
541-979-2773

Securities Transfers

DTC Number: 0057

Account Number: 8680307611

Taxpayer ID Number: 93-0881300

Our Broker: Edward Jones
Christopher Scariano
800-253-2365
Fax: 888-809-2293

Please telephone our office if your client is transferring shares to Albany Schools Foundation. We need to know the name and numbers of shares being transferred.