For Advisors

Welcome! We look forward to assisting you in any way we can—whether you are simply looking for general information about charitable giving, exploring specific options on behalf of a particular client, or seeking our cooperation in the administration of a bequest or other type of planned gift.

Some basic organizational information is below, and gift guidelines for advisors are attached. Please feel free to contact us with questions or to request a gift illustration. All inquiries are held in confidence and without obligation.

Legal Name and Tax ID Number
All charitable gifts to any Advocate Health Care hospital or program should be directed to Advocate Charitable Foundation, an Illinois 501(c)(3) tax-exempt, charitable organization. (Federal Tax Identification Number: 36-3297360)

Bequest Language
For those interested in making a bequest gift, click here for language.

Gifts of Securities
For those interested in making a gift of securities, click here for instructions. Please let us know when the transfer is initiated so that we can properly account for the gift.

Notification
If one of your clients arranges an estate gift for the benefit of Advocate, we would appreciate knowing about the gift so we can express our gratitude and ensure that we are able to fulfill the donor’s intentions. All planned gift donors enjoy membership in our Amicus Society. You may use the attached form to notify us of an estate gift.

Anonymity
Of course, we respect the fact that some donors prefer to remain anonymous. But if you are willing to serve as an intermediary, your client can share information about his or her plans without divulging his or her identity.

Keep in Touch
To connect with area professionals interested in the health care mission of Advocate hospitals, sites, and programs, please join our Professional Advisor Alliance. Simply e-mail your contact information to John Holmberg at john.holmberg@advocatehealth.com to receive updates on developments across the Advocate system.

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