Legal Information

LEGAL NAME

Our legal name is "The Children's Mercy Hospital Foundation".

SUGGESTED BEQUEST LANGUAGE

Unrestricted Bequest:

"I give $_________ (or the following described property” or “the residue of my estate”) to The Children's Mercy Hospital Foundation, 2401 Gillham Road, Kansas City, Missouri 64108.

Restricted Bequest:

Note: The Foundation requests that the restricted bequest be made in the broadest terms possible consistent with a donor’s interests. This guards against the possibility of a gift becoming obsolete (such as a gift for a disease for which a cure is discovered).

"I give $_________ (or the following described property” or “the residue of my estate”) to The Children's Mercy Hospital Foundation, 2401 Gillham Road, Kansas City, Missouri 64108. The income and principal of this gift are to be used for ______________________ provided, however, that the Board of Directors of the Foundation is authorized to make use of the income and principal should the restricted uses of the bequest cease to exist. For investment purposes, the income and principal of this gift may be co-mingled with other assets of the Foundation. This gift may bear its proportionate share of expenses allocated by the Directors against invested assets of the Foundation.”

STOCK TRANSFER INFORMATION

Donors who wish to make a stock gift to the Children's Mercy Hospital Foundation may ask their broker to handle an electronic transfer from their account to the Foundation account at:

Ty Martin, Broker
Smith Barney
4520 Main, 8th Floor
Twentieth Century Tower II
Kansas City, Missouri
816/ 932-7800

Smith Barney DTC#: 0418

Children's Mercy Hospital Foundation Account #: 183-70318-12556

Gifts of publicly traded securities or mutual fund shares are generally valued by one of the following methods:

1) The mean between the highest and lowest selling prices on the valuation date which is the date the gift is received by the Foundation.

2) The mean between the bid and asked price of the valuation date.

3) The public redemption price.

4) Open-end mutual funds will be valued at the net asset value.