Legacy and Gift Planning

give stocks or securities 

When you donate stocks or securities, you make an outsized impact without taking money out of your bank account. Plus, neither you nor Children's Medical Center Foundation will be taxed on the gift or capital gains. 

donate cryptocurrency 

Cryptocurrency donations are a new tax-efficient way to give. When you donate crypto, you can deduct the fair market value on your tax return and avoid capital gains. 

give from your retirement account 

A qualified charitable distribution is a tax-efficient way for donors age 70½ or older to donate directly from an IRA. These gifts can also count toward your required minimum distribution and bypass income tax implications. 

use a donor-advised fund 

A donor-advised fund (DAF) is like a charitable savings account. You can contribute to the DAF as often as you like and earn immediate tax benefits, and later, you can recommend grants to nonprofits on the timeline that works best for you. DAFs are also a great way to involve your family’s next generation of philanthropists. 

leave a gift in your will or trust 

Creating a will can protect your loved ones while supporting the causes you care about. The gifts you set aside can be changed at any time and won’t affect your lifestyle today. To include Children’s Medical Center Foundation in your will or trust, you can meet with an attorney of your choice, borrow sample language from our website or use our free online tool at freewill.com/childrens. 

designate charitable beneficiaries 

Adding Children’s Medical Center Foundation as a beneficiary on your bank account, retirement savings, donor-advised fund or life insurance policy is an easy and free way to support our mission. You can continue to use your accounts during your lifetime, and any remaining funds are distributed to the loved ones and/or charities you choose. To leave assets to Children's Medical Center Foundation, contact your financial institution. 

donate a life insurance policy 

When you transfer ownership of a life insurance policy to Children’s Medical Center Foundation, you or your estate may benefit from a charitable tax deduction. If you have a policy that has outlasted its original purpose or want to make a gift without affecting your cash flow, contact your life insurance provider. They can also help you name Children's as a beneficiary or obtain a new policy that supports our mission. 

set up a gift that pays you income 

A charitable gift annuity, a charitable remainder trust or a charitable lead trust can help you achieve financial security while making life better for children. Depending on the gift type, you can turn cash, stock, real estate and/or retirement assets into income while supporting Children’s Health. These gifts can also earn interest over time and/or provide additional loved ones with income, all while offering great tax benefits. 

establish an endowment 

You can create an endowment in your name, or in honor of someone you care about, with a donation of $50,000 or more. The endowment will support our mission in perpetuity, and if you choose, you can designate the funds for a specific area of need. 

support a collective endowment 

You can be part of something larger than yourself when you donate to a collective endowment. Collective endowments are funded by donors through gifts of all sizes, and you can choose to support clinical research, mental health or the general fund. 

donate mineral interests 

If you own interests that produce minerals or oil below the surface of a property, you can donate the royalties to benefit Children’s Health for years to come. In turn, you can benefit from an immediate tax deduction based on the fair market value and reduce your potential estate tax liability. 

1. Leave a dollar amount 

"I hereby give, devise and bequeath [dollar amount] to Children's Medical Center Foundation, a non-profit organization located at 2777 N. Stemmons Fwy., Suite 1700, Dallas, TX 75207, Federal Tax ID: 75-2062015, for Children's Medical Center Foundation's general use and purposes." 

2. Leave a percentage 

"I hereby give, devise and bequeath [percentage] to Children's Medical Center Foundation, a non-profit organization located at 2777 N. Stemmons Fwy., Suite 1700, Dallas, TX 75207, Federal Tax ID: 75-2062015, for Children's Medical Center Foundation's general use and purposes." 

3. Give for a specific purpose 

"I hereby give, devise and bequeath [dollar amount or percentage] to Children's Medical Center Foundation, a non-profit organization located at 2777 N. Stemmons Fwy., Suite 1700, Dallas, TX 75207, Federal Tax ID: 75-2062015, for [designated purpose]."* 

*Please contact GiftPlanning@childrens.com to ensure we can accommodate your desired gift designation.  

Legal name: Children’s Medical Center Foundation 

Address: 2777 N. Stemmons Fwy., Suite 1700, Dallas, TX 75207 

Federal tax identification number: 75-2062015 

Click here (pdf) to download instructions for making your gift. Please inform us before making the transfer by calling 214-456-8360 or emailing GiftPlanning@childrens.com. 

If actual stock certificates are being used, please mail the unsigned certificates by certified mail to: 

Children’s Medical Center Foundation   Attn: Legacy and Gift Planning  2777 N. Stemmons Fwy., Suite 1700   Dallas, Texas 75207 

Each stock certificate must also have a signed stock power that should be mailed to the same address at the same time. Please mail the stock certificates and stock powers in separate envelopes. 

If the stock is registered in more than one name, each person must sign the stock power form. Sign only your name(s) on the stock power form and sign exactly as your name appears on the stock certificate. 

Please include a note with the stock certificates indicating the designation of your gift.