Advocate Health - Planned Giving
About Us Health Info Programs and Services Jobs and Education Contact Search Site Map Home
Advocate System
Advocate Charitable Foundation

Advocate Charitable Foundation

Planned Giving Home
Meet our Donors
Amicus Society
Newsletters

Step 1 - Discover
Benefits of Giving
Compare Gift Options
Interactive Gift Planner
(GiftTree®)


Step 2 - Research
Common Questions
Gift Calculator
Glossary
Sample Language for Your Will
Tip of the Day

Step 3 - Request Information
Personal Profile
Meet/Contact the Team





Compare Gift Plans

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

Or, select up
to 3 plans to

Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to Advocate Charitable Foundation.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to Advocate Charitable Foundation.

Gifts of Real Estate
Make a substantial gift to Advocate Charitable Foundation through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give Advocate Charitable Foundation an interest in a closely-held or family business.

Gifts of Partnership Interests
Support Advocate Charitable Foundation by transfering interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Gifts of Personal Property
Donate books, artwork or equipment and secure an income tax deduction.

Estate Gifts

Gifts by Will or Living Trust
Give to Advocate Charitable Foundation without effecting your cashflow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Advocate Charitable Foundation than to your heirs.

Gifts of Life Insurance
Create a significant endowment for Advocate Charitable Foundation without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments. (recommended for younger donors)

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation and our needs.

Retained Life Estates
Give Advocate Charitable Foundation your house and continue to live there rent-free.

Select up to
3 plans to



 

http://www.advocatehealth.com 1.800.3.ADVOCATE / TDD 630.990.4700
También tenemos representantes que hablan español.