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Welcome advisors, attorneys and accountants

Financial advisor information

Thank you for helping your client make a meaningful planned gift to CHI Memorial Foundation. We value your expertise and are here to assist in any way. This Advisor area is for professionals like you who see the valuable client relationship-building benefits of including charitable planning in their practice.

CHI Memorial Foundation key contact:
Jennifer W. Nicely, CFRE
Foundation President and Chief Development Officer
CHI Memorial
2525 de Sales Avenue
Chattanooga, TN 37404
(423) 495-4141
jennifer_nicely@memorial.org

Brokerage/tax information:
Benjamin F. Edwards & Co. at DTC# 0443
Account # EBR314155
Account Name: Memorial Foundation
Tax ID# 62-183-9548

CHI Memorial Foundation can accept electronic stock transfers. It is the policy of the Foundation that all gifts of stock will be sold immediately. CHI Memorial Foundation will be issued a check 3 days after the sale of the stock minus any minimal fees.

A statement will be issued to the donor proving all necessary information for IRS tax deduction purposes. CHI Memorial Foundation is a 501(c)(3) organization and all contributions are tax deductible to the full extent allowed by law.

Sample Bequest Language for a will or trust:

Residual bequest language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to CHI Memorial Foundation (Tax ID#62-183-9548), located in Chattanooga, Tennessee, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used in the area of greatest need (or for the support of a specific fund or program).

Specific bequest language

Naming CHI Memorial Foundation as a beneficiary of a specific amount from your estate is easy:

I give and devise to CHI Memorial Foundation (Tax ID#62-183-9548), located in Chattanooga, Tennessee, the sum of $______ (or asset) to be used for the area of greatest need (or for the support of a specific fund or program).

For other types of bequest language, please contact:

Jennifer W. Nicely, CFRE
Foundation President and Chief Development Officer
(423) 495-4141

jennifer_nicely@memorial.org


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