For Professional Advisors
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a non-profit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to MultiCare programs and foundations. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Bequest language: Sample language for the MultiCare Foundations provided to assist you with drafting your clients’ documents.
Legal names and federal tax ID numbers: The legal name and federal tax ID number for each of the MultiCare Foundations.
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gift with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Partner With Us
We understand that gifts non-profit organizations like MultiCare can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our staff—all working together to arrange the best gift possible.
Professional Legacy Advisory Council
The MultiCare Professional Legacy Advisory Council is a special group of business professionals committed to advancing philanthropy in our communities.
Informing us of your clients' intentions and allowing us to steward the donor through you helps us to plan for the future and show our appreciation today for what we will receive tomorrow. If you have a client that has already arranged a gift to support a MultiCare foundation or program, thank you for letting us know.
If you or your clients would like more information about becoming a Legacy Circle member or making a gift to their favorite MultiCare program or foundation, we invite you and your advisors to contact our gift planning team at 253-403-3093 or firstname.lastname@example.org.
Get free planning help
The MultiCare Foundations is proud to provide free and confidential estate planning services through Thompson & Associates for friends like you.