Resources for Professional Advisors
Helping your clients support a mission of healing.
In your work as a professional advisor, you value professionalism, integrity, and honesty—taking the utmost care when serving your clients. As a nonprofit organization, we share those values and bring the same level of care when working with donors to plan meaningful, tax-wise charitable gifts to Wellness House.
We believe that charitable planning is a process that ideally includes the donor, their professional advisors, and our team—working together to create the best outcome possible for all involved.
Please use the tools below to assist your clients. We are happy to collaborate confidentially and without obligation.
Information for Advisors:
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Legal Name: Wellness House
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Tax ID: 36-3636933
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Address: 131 N. County Line Road, Hinsdale, IL 60521
Tools for your practice:
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Complimentary gift illustrations (charitable gift annuities, trusts, and more)
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Sample language for wills and beneficiary designations
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Case review and custom charitable planning support
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Talking points for integrating philanthropy into client conversations
Sample Bequest Language:
“I give [specific dollar amount, percentage of estate, or description of property] to Wellness House, an Illinois nonprofit corporation, located at 131 N. County Line Road, Hinsdale, IL 60521, Tax ID 36-3636933, for its general charitable purposes.”
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