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
2525 de Sales Avenue
Chattanooga, TN 37404
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: