Resources

Advisor Resources

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Borgess Foundation.

 

If you are advising a client who is considering a planned gift or bequest to Borgess Foundation, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

Tax I.D. Number

As Borgess Foundation is structurally made of up three different local foundations, the appropriate tax ID number is dependent on the location designated for the gift. For your gift to be alloted in accordance with your wishes, it is critical to include the correct corresponding tax ID number. Contact us for the correct tax ID number for your gift.

Other Useful Resources

Borgess Foundation tries to make arranging a gift as easy as possible, and we strive to honor the intentions of all our donors. 

If one of your clients arranges an estate gift for the benefit of Borgess Foundation, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can ensure we are able to fulfill the donor’s wishes.

Of course, we respect the fact that in some cases donors prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

  • Click here to learn more about Legacy Society.
  • Click here for a confidential form that can be used in notifying Borgess Foundation that an estate gift has been arranged for the foundation's benefit.  

Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 

  • Contact us to discuss a potential—or hypothetical—gift situation or to request a gift illustration.
  • Give our online calculator a try. 

Thank you for the work you do on behalf of our donors!

The information on this website is not intended as legal or tax advice. Please consult an attorney or tax advisor before making any planned gift.