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 Province of St. Joseph of the Capuchin Order, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 1820 Mt. Elliott Street, Detroit, MI 48207.

To make a cash bequest:

the sum of $_________ to be used by the Province of St. Joseph of the Capuchin Order for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by the Province of St. Joseph of the Capuchin Order 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 Province of St. Joseph of the Capuchin Order 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 Province of St. Joseph of the Capuchin Order for its general purposes.

Please call us at 313.579.2100 if you have any additional questions.

Contact Information

The Province of St. Joseph of the Capuchin Order
1820 Mt. Elliott Street
Detroit, MI 48207
313.579.2100

Securities Transfers

DTC Number: 0352

Account Number: 741-35014

Taxpayer ID Number: 38-1525161

Our Broker: JP Morgan
734.697.1660
Fax: 734.839.4120

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

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