Create a Legacy of Hope and Healing
Legacy gift commitments of today will shape the pediatric care of tomorrow and impact generations to come.
Click here to download our Planned Giving Quick Guide
with our tax ID and other important information
Gift Planning Considerations under the new SECURE Act and CARES Act
Make a Future Gift of Retirement Assets
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Ann & Robert H. Lurie Children's Hospital of Chicago Foundation as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
Beneficiary Designation Gifts
Make a Future Gift of Retirement Assets
A beneficiary designation gift is a simple and affordable way to make a gift to support Lurie Children's Hospital. You can designate us as a beneficiary of a donor-advised fund, retirement, investment or bank account or your life insurance policy.
Benefits of gifts of retirement assets
- Support the causes that you care about
- Continue to use your account as long as you need to
- Simplify your planning and avoid legal fees
- Heirs can instead receive tax-advantaged assets from the estate
- Receive potential estate tax savings from an estate tax deduction
How to make a gift of retirement assets
To leave your retirement assets to Lurie Children's, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Lurie Children's Hospital as beneficiary, our mission will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Please see below for our full legal name, address and federal tax ID:
Legal name: Ann & Robert H. Lurie Children's Hospital of Chicago FoundationAddress: 225 E. Chicago Avenue, Box 4, Chicago, IL 60611
Federal tax ID: 36-3357006
Future gifts from your retirement assets
Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Lurie Children's Hospital. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.
You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Lurie Children's Hospital. We hope you will let us know your intention and we look forward to the opportunity to thank you for your commitment to a healthier future for every child.
Contact us
If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.
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