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 Sacred Heart Southern Missions, a not-for-profit corporation organized under the Laws of the State of Mississippi, 6050 Hwy 161 North, Walls, MS 38686.
To make a cash bequest:
the sum of $_________ to be used by Sacred Heart Southern Missions, for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Sacred Heart Southern Missions, 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 Sacred Heart Southern Missions, 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 Sacred Heart Southern Missions, for its general purposes.
Please call the Planned Giving Office at 888.217.4829 if you have any additional questions.
Sacred Heart Southern Missions
P.O. Box 190
6050 Hwy 161 N.
Walls, MS 38680
DTC Number: 0057
Account Number: 154-15852
Taxpayer ID Number: 64-0358092
Edward Jones Investments
Please telephone our office if your client is transferring shares to Sacred Heart Southern Missions. We need to know the name and numbers of shares being transferred.