Advocate Health - Planned Giving
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Advocate Charitable Foundation

Planned Giving Home
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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





GiftTree Interactive

Walk through this simple decision tree to learn about the planned giving options that will work best for you. You'll find the path to the gift plans that meet your needs and help us meet ours.



How to use GiftTree:

  • When you click on the oval icon, you will enter the GiftTree, which begins by asking you to choose between two charitable goals. Your choice will lead you through several follow-up questions.
  • At any time, you can change your mind and go back one step, or you can start the journey over. (There are two buttons at the top left corner.)
  • GiftTree will ultimately link you to a full page description of the gift plan your responses lead to.
  • Remember that at any time you can come back to this page by clicking the GiftTree icon on the left toolbar.
Ready to go? Click the oval icon above and enjoy!



 

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