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 Columbia College Chicago, a not-for-profit corporation organized under the Laws of the State of Illinois and having its principal office at 600 S. Michigan Avenue, Chicago, IL 60605.
To make a cash bequest:
the sum of $_________ to be used by Columbia College Chicago for its general purposes.
To give a percentage of the estate:
_______ percent of my estate to be used by Columbia College Chicago 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 Columbia College Chicago 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 Columbia College Chicago for its general purposes.
Please email email@example.com if you have any additional questions.
Jonathan S. Stern
Vice President of Development and Alumni Relations
Office of Development and Alumni Relations
Columbia College Chicago
600 S. Michigan Avenue
Chicago, IL 60605
Fax: (312) 369-8039
DTC Number: 0226
Account Number: WMP-001974
Taxpayer ID Number: 36-6112087
Our Broker: Mesirow Financial Services
(847) 681-2300/(888) 681-0082 toll-free
Fax: (847) 681-2401
Contact: Daniel Bolan
Please telephone our office if your client is transferring shares to Columbia College Chicago. We need to know the name and numbers of shares being transferred.
The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.