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 St. Bonaventure Indian Mission & Mission School, Inc., a not-for-profit corporation organized under the Laws of the State of New Mexico and having its principal office at 25 Navarre Boulevard W., Thoreau, NM 87323.

To make a cash bequest:

the sum of $_________ to be used by St. Bonaventure Indian Mission for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by St. Bonaventure Indian Mission 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 St. Bonaventure Indian Mission 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 St. Bonaventure Indian Mission for its general purposes.

Please call Chris Halter at 505-862-7847 if you have any additional questions.

Contact Information

St. Bonaventure Indian Mission & School
25 Navarre Boulevard W
P.O. Box 610
Thoreau, NM 87323
505-862-7847
Fax: 505-862-7029

Securities Transfers

Our Broker: Vanguard

DTC Number: 0062

Account Number: 23952253

Taxpayer ID Number: 85-0326009

Please telephone our office if your client is transferring shares to St. Bonaventure Indian Mission & School. We need to know the name and numbers of shares being transferred.