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 St. Norbert College, Inc., a not-for-profit corporation organized under the Laws of the State of Wisconsin and having its principal office at 100 Grant Street, De Pere, WI 54115.

To make a cash bequest:

the sum of $_________ to be used by St. Norbert College for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by St. Norbert College 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 St. Norbert College 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 St. Norbert College for its general purposes.

Please call Tripp Maher at (920) 403-3023 if you have any additional questions.

Contact Information:

St. Norbert College
100 Grant Street
De Pere, WI 54115
(920) 403-3023 or (800) 236-4888
Fax: (920) 403-4008


Securities Transfers

DTC Number: 0418

Account Number: 271-15893-13-007

Account Name: St. Norbert College

Our Broker: Citi Smith Barney

Please telephone our office if your client is transferring shares to St. Norbert College. We need to know the name and numbers of shares being transferred.

Copyright © 2008 by R&R Newkirk. All rights reserved.