For Advisors
We welcome the opportunity to assist you and your clients. Our contact information and most frequently requested information can be found here.
Legal name: Ann & Robert H. Lurie Children's Hospital of Chicago Foundation
Address: 225 E. Chicago Avenue, Box 4, Chicago, IL 60611
Federal Tax ID: 36-3357006
Please contact us to discuss gift options and to ensure that your client’s wishes are understood and fulfilled.
Contact the Planned Giving Team
Legacy Partners
Legacy Partners aims to elevate philanthropy- to inspire a new community of civic-minded advisors who promote charitable giving strategies as a way to serve clients.
To learn more about becoming a member of Legacy Partners contact Kevin Longstreth, Senior Planned Giving Officer, at 312.227.3254 or klongstreth@luriechildrens.org. A client's charitable interests and intentions are an important allocation of consideration in developing their financial plan and family resources. A strategic charitable strategy can help your client reduce taxes and maximize benefits from assets, while also creating their philanthropic legacy. Philanthropy is an expression of one's values-it's a statement about people's deepest aspirations for themselves, their families and their communities. Philanthropy drives change, especially in the area of pediatric medicine and science. Through advanced training in charitable planning strategies and a commitment to helping their clients meet both financial and philanthropic goals, Legacy Partners members are making a difference for future generations of children.
Invitations to exclusive events, meaningful networking opportunities and valuable resources are a few of the benefits of membership in Legacy Partners.
There are many reasons to join Legacy Partners, including:
- Invitations to educational seminars that offer continuing education credit for MCLE, CFP, CTFA and CPA designations
- Invitations to tours for Legacy Partners members and their guests
- Invitations to events and programs benefiting Lurie Children's
- Opportunity to network with leading professional advisors committed to advancing philanthropy
- Recognition through a listing in the Legacy Partners member directory, distributed to all members to increase networking among philanthropically-minded advisors
Professionals from a variety of fields are invited to apply Legacy Partners.
Legacy Partners is comprised of professionals who assist individuals with financial and estate planning issues. Qualified members include individuals with the following designations and roles and at least five years of experience in these areas:
- Attorney
- Certified Public Accountant (CPA)
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Chartered Financial Analyst (CFA)
- Bank Trust Officer
- Investment and Wealth Management Advisor
- Individuals with roles related to financial or estate planning in other fields
Through Legacy Partners, advisors demonstrate their commitment to the community while enhancing client service through sharing charitable giving strategies. To join us, please contact Kevin Longstreth, Senior Planned Giving Officer of the Lurie Children’s Foundation at 312.227.3254 or klongstreth@luriechildrens.org
Thank you for your interest in Legacy Partners. Charitable estate planning is a powerful way to help your clients meet their financial and philanthropic goals. Together we can make a meaningful difference in the lives of children and families in our community.