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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.


Contact Information

Sacred Heart Southern Missions
P.O. Box 190
6050 Hwy 161 N.
Walls, MS 38680
888.217.4829
Fax: 662.342.3399


Securities Transfers

DTC Number: 0057

Account Number: 154-15852

Taxpayer ID Number: 64-0358092

Our Broker:
Edward Jones Investments
Milton Davis
Phone: 662.349.3144
Fax: 888.442.8034

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.


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