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Wills and Bequests

Learn About Wills and Bequests

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Ann Robert H. Lurie Children's Hospital of Chicago Foundation as part of your estate plan.

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets. To designate Lurie Children's as the charitable beneficiary of an IRA, life insurance policy or donor-advised fund (DAF), simply share the below information with your administrator:

    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

How do I make a bequest?

You can make a bequest to Lurie Children's by including language in your will or living trust leaving a portion of your estate to Lurie Children's or by designating Lurie Children's as a beneficiary of your retirement account or life insurance policy.

Sample bequest language for a will, codicil, or revocable living trust:

I give (legal description of property, specific dollar amount, desired percentage or rest, residue and remainder of my estate) to Ann & Robert H. Lurie Children's Hospital of Chicago Foundation, an Illinois not-for-profit corporation, located at 225 E. Chicago Avenue, Box 4, Chicago, Illinois, to be used in support of its mission OR to support (program or department) at Lurie Children's.