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 Province of St. Augustine of the Capuchin Order, a not-for-profit corporation organized under the Laws of the State of Pennsylvania and having its principal office at 220 37th Street, Pittsburgh, PA 15201.

To make a cash bequest:

the sum of $_________ to be used by Province of St. Augustine of the Capuchin Order for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Province of St. Augustine of the Capuchin Order 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 Province of St. Augustine of the Capuchin Order 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 Province of St. Augustine of the Capuchin Order for its general purposes.

Please call Carol Arbuckle at (800) 224-0330 if you have any additional questions.


Contact Information

Capuchin Franciscan Friars
220 37th Street
Pittsburgh, PA 15201
(412) 682-1300 x114
(800) 224-0330

Securities Transfers

DTC Number: 0075

Account Number: 72904949

Taxpayer ID Number: 25-6028798

Our Broker: Fragasso Financial Advisors
Attn: Michael "Mike" Fertig
Phone: 1-800-900-4492
Fax: 412-227-3210
Email: mfertig@fragassoadvisors.com

Please telephone our office if your client is transferring shares to Fragasso Financial Advisors. We need to know the name and numbers of shares being transferred.


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Capuchin Friars  ♦  Province of St. Augustine  ♦  220—37th Street  ♦  Pittsburgh, PA 15201  ♦  (412) 682-6011