Thank you for your interest

We recognize and respect the important services you provide to your clients and welcome the opportunity to collaborate with you about possible gifts your clients are contemplating to support our health care mission. Please contact us early in the process. By working together, we can make sure your clients make gifts that are best for them and that their gifts are used as they intend.

We are happy to provide gift illustrations of gift annuities, charitable trusts and other types of planned gifts, as well as educational resources on charitable planning.

General information

Gifts to support an Advocate hospital or program should be made directly to the Foundation, which is a 501(c)(3) Illinois corporation. Donors should designate the Advocate hospital and/or program they intend for their gift to support. Please note that any appraisal necessary for a tax deduction is the responsibility of the donor.

Address:
Office of Gift Planning
Advocate Charitable Foundation
3075 Highland Parkway, Suite 600
Downers Grove, Illinois 60515

Phone: 630-929-6900 Fax: 630-929-9900

Tax ID: 36-3297360 (Advocate sites are neither separately incorporated nor have separate Tax ID numbers.)

Bequests and beneficiary designations

Supporters of Advocate hospitals and programs are encouraged to remember them in their wills or living trusts, as well as by beneficiary designations in their life insurance policies, financial accounts, commercial annuities, IRAs and other retirement plans.

Below is suggested language for use in the creation of a bequest in a will or living trust. If your client wishes to specify restrictions for the bequest, please contact a gift planning officer to determine wording that will ensure the gift will be used as intended.

Specific Bequest:
I give Advocate Charitable Foundation in Downers Grove, Illinois, the sum of $__________ to be used by Advocate __________ (specify name of hospital or program) in __________, Illinois, [for its special needs or for its __________ (specify fund or program)].

Residual Bequest:
I give Advocate Charitable Foundation in Downers Grove, Illinois, _____% of the residue of my estate to be used by Advocate __________ (specify name of hospital or program) in __________, Illinois, [for its special needs or for its _____________ (specify fund or program)].

Contingent Bequest: In the event that _______________________ does not survive me, I give Advocate Charitable Foundation in Downers Grove, Illinois, the sum of $ _________________ (or, alternatively, ____% of the residue of my estate) to be used by Advocate __________ (specify name of hospital or program) in __________, Illinois, [for its special needs or for its _____________ (specify fund or program)].

To ensure that the Foundation will be able to make use of all bequests intended to support Advocate’s hospitals and programs and to address possible situations of future obsolescence, we encourage inclusion of the following:

If, in the opinion of the Board of Directors of Advocate Charitable Foundation, or any successor thereto, the need for funds for the purpose described above no longer exists at some future date, it is authorized to use these funds for a purpose as similar as practical to my stated interest.

Gift acceptance guidelines

Some proposed gifts must be reviewed by the Foundation’s Gift Acceptance Committee. This Committee reviews potential contributions involving real estate, privately held stocks and some types of personal property, as well as gifts which might require a continuing financial obligation or conflict with our mission, values and philosophy.

We encourage you to contact us to ascertain what the review process involves, to minimize delay and alleviate any inconvenience to your clients. The Foundation’s objective is to facilitate, not to frustrate, the acceptance of gifts.