Leave a Legacy of Healing
Welcome to UnityPoint Health - Allen Foundation's Planned Giving page, where your legacy can ensure high-quality care and healing for future generations. Planned giving is more than a donation—it's a testament to your values and a commitment to sustaining safe and accessible care for years to come.
Already included us in your estate plan?
Contact the UnityPoint Health - Allen Foundation at allenfoundation@unitypoint.org.
How to Give
Bequest
IRA Rollover
Donor Advised Fund
Beneficiary Designation Gifts
Charitable Gift Annuity
Trusts
Ways to Give
Gifts of Stock
Gifts of Real Estate
Gifts of Retirement Assets
Gifts of Insurance
Join Gerard Circle.
Arrange a planned gift of at least $50,000 through a bequest or a life-income trust, insurance, or other charitable trust agreement and become a valued member of Gerard Circle.
Bequest Language
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust as a bequest, can guarantee your legacy lives on. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.
Our federal tax ID number is #42-1201138.
Below is suggested language to use when drafting your bequest.
1. Specific Bequest
If you are considering making an outright bequest to UnityPoint Health - Allen Foundation, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to the Memorial Foundation of Allen Hospital d/b/a UnityPoint Health - Allen Foundation, a nonprofit organization located at 1825 Logan Avenue, Waterloo, IA, 50703, Federal Tax ID #42-1201138, for UnityPoint Health - Allen Foundation's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Memorial Foundation of Allen Hospital d/b/a UnityPoint Health - Allen Foundation, a nonprofit organization located at 1825 Logan Avenue, Waterloo, IA, 50703, Federal Tax ID #42-1201138, for UnityPoint Health - Allen Foundation's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Memorial Foundation of Allen Hospital d/b/a UnityPoint Health - Allen Foundation, a nonprofit organization located at 1825 Logan Avenue, Waterloo, IA, 50703, Federal Tax ID #42-1201138, for UnityPoint Health - Allen Foundation's general use and purpose.
2. Percentage Bequest
If you are considering making a bequest of a percentage of your estate to UnityPoint Health - Allen Foundation, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Memorial Foundation of Allen Hospital d/b/a UnityPoint Health - Allen Foundation, a nonprofit organization located at 1825 Logan Avenue, Waterloo, IA, 50703, Federal Tax ID #42-1201138, for UnityPoint Health - Allen Foundation's general use and purpose.
If you have named UnityPoint Health - Allen Foundation in your will or trust, please let us know so we can ensure your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your gift in confidence.
Please contact Mike Lind at 319-235-3960 or michael.lind@unitypoint.org for more information.
Have a complex estate? Ready to begin your planning? We can help.
As a friend of UnityPoint Health - Allen Foundation, you have the exclusive opportunity to connect with national estate planning expert, Dr. Eddie Thompson with Thompson & Associates. Eddie can help answer any of your planned giving questions. Contact the UnityPoint Health - Allen Foundation at allenfoundation@unitypoint.org to schedule or learn more.