Facts for Advisers

Planned Giving

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 Courage Kenny Foundation, a not-for-profit corporation organized under the Laws of the State of Minnesota and having its principal office at 3915 Golden Valley Road.

To make a cash bequest:

the sum of $_________ to be used by Courage Kenny Foundation for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Courage Kenny 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 Courage Kenny 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 Courage Kenny Foundation for its general purposes.

Please call Jim Besst at (612) 775-2581 if you have any additional questions.

Contact Information

Jim Besst
Courage Kenny Foundation
3915 Golden Valley Road; MR #78414
Minneapolis, MN 55422
(612) 775-2581
Fax: (612) 262-6719

Securities Transfers

DTC Number:

Account Number:

Taxpayer ID Number:

Our Broker:
Phone:
Fax:

Please telephone our office if your client is transferring shares to Courage Kenny Foundation. We need to know the name and number of shares being transferred. We will also be happy to provide the appropriate account numbers to you at that time.

 

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