The Office of Gift Planning at St. Jude Children’s Research Hospital provides support for a full range of charitable gift planning options and services. St. Jude Children’s Research Hospital, its employees or representatives do not offer legal or financial advice. We strongly urge prospective donors to consult with their attorney, financial advisor, estate planning professional, accountant or other appropriate professional before making any material decisions based on information we provide through this Web site, printed materials or other sources. We welcome the opportunity to help you identify tax-wise and beneficial ways to support the lifesaving work of St. Jude Children’s Research Hospital. Please feel free to contact us directly for information or assistance on a confidential basis.
1. GIFTS UNDER A WILL
The following options provide examples of how you might consider St. Jude in your will.
2. GIFTS FROM A TRUST
The following provides an example of how you might consider St. Jude in a trust.
[Insert contingency (e.g., Upon the death of my spouse)], the Trustee shall distribute ________________ Dollars ($__________________) to St. Jude Children’s Research Hospital, located at 501 St. Jude Place, Memphis TN 38105, or its successors-in-interest, free and clear of trust, to be used for general purposes.
3. GIFTS OF LIFE INSURANCE OR IRA
St. Jude Children’s Research Hospital may be named as the beneficiary of an asset that passes outside the terms of a will or a trust such as a life insurance policy, IRA or 401(k). In order to make your wishes known, please contact your IRA or retirement account custodian. The legal name your representative will need to include is:
St. Jude Children’s Research Hospital, located at 501 St. Jude Place, Memphis TN 38105.
4. CHARITABLE GIFT ANNUITY
A Charitable Gift Annuity is one of the easiest gifts to create. All you’ll need to do is contact a St. Jude Representative to setup a CGA agreement and then determine whether you would like to use cash or other assets to fund your gift annuity.
To learn more about a Charitable Gift Annuity or for a confidential, complimentary illustration of the payments and tax benefits you might receive from a St. Jude Charitable Gift Annuity, please call us at 1-800-395-1087.
5. GIFTS OF STOCK
Simply provide your broker or financial advisor with the following wiring instructions:
DTC ID #0226 for further credit to St. Jude Children’s Research Hospital Account # 003-314773 at First Tennessee Brokerage.
For gifts of stock, please call us at 1-800-877-5833, ext. 2413.
6. GENERAL INFORMATION
General information that may be beneficial to you in finalizing your estate plan:
Legal Name: St. Jude Children’s Research Hospital
St. Jude Children’s Research Hospital
501 St. Jude Place
Memphis, TN 38105
Attention: Gift Planning Department
TAX I.D. Number
St. Jude Children’s Research Hospital TAX ID number: 62-0646012.