Siena Heights University | Facts For Advisors

Facts for Advisors

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to Siena Heights University, a not-for-profit corporation organized under the Laws of the State of Michigan and having its principal office at 1247 E. Siena Heights Drive, Adrian, MI 49221.

To make a cash bequest:

the sum of $_________ to be used by Siena Heights University for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Siena Heights University 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 Siena Heights University 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 Siena Heights University for its general purposes.

Please call Mitchell Blonde at (517) 264-7146 if you have any additional questions.

Contact Information
Siena Heights University
1247 E. Siena Heights Drive
Adrian, MI 49221
(517) 264-7146
Fax: (517) 264-7704

Securities Transfers
DTC Number: 418
Account Number: 786-11566-1-6-258
Taxpayer ID Number:

Our Broker:
Cheryl Carpenter
Shaffer Consulting Group, Citigroup
(866) 273-3726
Fax: (614) 473-2450

Please telephone our office if your client is transferring shares to Siena Heights University. We need to know the name and numbers of shares being transferred.