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 Church of the Good Samaritan, a not-for-profit corporation organized under the Laws of the State of Pennsylvania and having its principal office at 212 W. Lancaster Ave., Paoli, PA 19301.
To make a cash bequest:
the sum of $_________ to be used by The Church of the Good Samaritan for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by The Church of the Good Samaritan 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 Church of the Good Samaritan 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 Church of the Good Samaritan for its general purposes.
Please call Jeff Moretzsohn at (610) 644-4040 if you have any additional questions.
The Church of the Good Samaritan
212 W. Lancaster Avenue
Paoli, PA 19301
Fax: (610) 644-1904
DTC Number: 0062
Account Number: 57395243
Taxpayer ID Number: 23-1352382
Our Broker: Vanguard Brokerage Services
Please telephone our office
if your client is transferring shares to Vanguard. We need to know the name and numbers
of shares being transferred.