Advocate Health - Planned Giving
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Advocate Charitable Foundation

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Step 1 - Discover
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Bequest

The "I Can Give" Gift




Suggested Wording for Making a Bequest to Advocate Health Care

How it works

You can provide now for a future gift to Advocate Charitable Foundation by including a bequest provision in your will or revocable trust.

Your will or trust directs assets to your heirs.

Your will or trust directs a bequest to Advocate Charitable Foundation for the purpose(s) you specify.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your bequest if your circumstances change.
  • You can direct your bequest to a particular purpose (be sure to check with Advocate Charitable Foundation to make sure your gift can be used as intended).
  • There is no upper limit on the estate tax deductions that can be taken for charitable bequests.
  • You can have the satisfaction now of knowing that your bequest will support Advocate Charitable Foundation in the way you intended when you are gone.

For more information

Email us, complete the personal illustration form, or call us at 847-384-3424 so that we can assist you through every step of the process.




 

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