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 Community West Foundation, a not-for-profit corporation organized under the Laws of the State of Ohio and having its principal office at 800 Sharon Drive, Suite C, Westlake, Ohio 44145.

To make a cash bequest:

the sum of $_________ to be used by Community West Foundation for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Community West 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 Community West 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 Community West Foundation for its general purposes.

Please call Linda Spencer at (440) 360-7356 if you have any additional questions.

Contact Information
Community West Foundation
800 Sharon Drive, Suite C
Westlake, Ohio 44145
(440) 360-7370
Fax: (440) 360-7382

Securities Transfers
DTC Number:
Account Number:
Taxpayer ID Number:

Our Broker:
Phone:
Fax:

Please telephone our office if your client is transferring shares to Community West Foundation. We need to know the name and numbers of shares being transferred.