Facts About Us
Do you have a client who wants to make a gift or bequest to Elkhart County
Community Foundation? Here you’ll find our correct legal name,
suggested bequest clauses and information for securities transfers.
Wills and Trusts Language
I give and bequeath to Elkhart County Community Foundation, a not-for-profit
corporation organized under the Laws of the State of Indiana and having
its principal office at 101 South Main St., Elkhart, IN 46515-2932
To make a cash bequest:
the sum of $_________ to be used by Elkhart County Community Foundation for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Elkhart County Community 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 Elkhart County Community 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 Elkhart County Community Foundation for its general purposes.
Please call Shannon Oakes at (574) 295-8761 if you have any additional questions.
Contact Information
Jim Siegmann
Elkhart County Community Foundation
P.O. Box 2932
Elkhart, IN 46515-2932
(574) 295-8761
Fax Number: (574)
389-7497
Website: elkhartccf.org
E-mail: j.siegmann@verizon.net
Securities Transfers
DTC Number: 2205
Account Number: 20-10-220-1240240
Taxpayer ID Number: 31-1255886
Our Broker: McDonald Financial Group (Keybank)
Brokerage Office Telephone: (574) 295-2713
Brokerage Office Fax Number: (574) 295-2716
Please telephone our office if your client is transferring shares to Elkhart County Community Foundation. We need to know the name and numbers of shares being transferred. You may contact the following individuals.
