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 nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the Allen Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact Michael.Lind@unitypoint.org for more information or assistance.
Tools for Professional Advisors
Legal Name: Memorial Foundation of Allen Hospital
Address: 1825 Logan Ave., Waterloo, IA 50703
Federal Tax ID Number: 42-1201138
Sample Language for a Will
I give, devise and bequeath to Memorial Foundation of Allen Hospital, a nonprofit organization existing under the laws of the State of Iowa and located at 1825 Logan Ave., Waterloo, Iowa, _______ (percent of my estate, dollars, property, securities, etc.) to be used for _______________________ (however you wish for your gift to be used) at _______________________ (indicate UnityPoint Health – Allen Hospital or Allen College).
Partner With Us
We understand that gifts to charities such as the Allen Foundation 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 gift planning staff—all working together to arrange the best gift possible. To speak to a Foundation associate, please call (319) 235-3960.