Professional Advisor Resources
Partnering to meet your client's goals
We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our planned giving team. We look forward to partnering with you in a way that ensures your clients find the most meaningful gift that meets their charitable goals.
Downloads
Contact
Lawrence Ghannam, JD
Lawrence.Ghannam@corewellhealth.org
947.522.0112
Legal Name
The legal name to use in the creation of estate planning documents to provide for Corewell Health East is Corewell Health Foundation Southeast Michigan.
Federal Tax ID#
The federal tax identification number for Beaumont Health Foundation dba Corewell Health Foundation Southeast Michigan is #36-4852171.
*Beaumont Health Foundation dba Corewell Health Foundation Southeast Michigan is a qualified charity with I.R.S. code 501(c)(3) status. Proof of status will be furnished upon request.
Location
26901 Beaumont Blvd.
Floor 5D
Southfield, MI 48033
Bank Wire Instructions and Stock & Securities Transfer Instructions:
Please email Alvina.Rhodes@corewellhealth.org or call 248.851.0384 to request Bank Wire instructions and/or to notify her of the date of transfer, stock name, and number of shares.
Broker
UBS Financial Services
DTC#: 0221
Account: DE08059
Account Name: Corewell Health Foundation Southeast Michigan (formerly Beaumont Health Foundation)
Downloads
Contact
Kristin Long MPA, CFRE, CAP®
Kristin.Long@corewellhealth.org
616.486.6590
Legal name
The legal name to use in the creation of estate planning documents to provide for Corewell Health Foundation West Michigan is Corewell Health Foundation West Michigan, Grand Rapids, Michigan. Alternately, the legal name to use in the creation of estate planning documents to provide for Helen DeVos Children’s Hospital is Helen DeVos Children’s Hospital Foundation, Grand Rapids, Michigan.
Federal tax ID#
The federal identification number for Corewell Health Foundation West Michigan and Helen DeVos Children’s Hospital Foundation is #38-2752328
*Both Corewell Health Foundation West Michigan and Helen DeVos Children’s Hospital Foundation are qualified charities with I.R.S. code 501(c)(3) status. Proof of status will be furnished upon request.
Location
25 Michigan Street NE
Suite 4100
Grand Rapids, Michigan 49503
Bequest gifts through your will/trust
If your client is interested in supporting Corewell Health Foundation West Michigan or Helen DeVos Children’s Hospital through a bequest in their will/trust, we have created the following bequest language as a helpful resource.
Bank wire transfer Instructions for stock & securities
Please contact our finance team to provide the date of transfer, stock name, and number of shares.
Greg.Workman@corewellhealth.org
616.391.5409
Broker
Charles Schwab & Co.
DTC#: 0164
Account: 2194-0924
Account Name: Corewell Health Foundation West Michigan (formerly Spectrum Health Foundation)
Downloads
Contact
Amy Zapal
Amy.Zapal@corewellhealth.org
269.927.5145
Legal name
The legal name to use in the creation of estate planning documents to provide for Corewell Health Foundation Southwest Michigan is Corewell Health Foundation Southwest Michigan, St. Joseph, Michigan.
Federal tax ID#
The federal identification number for Corewell Health Foundation Southwest Michigan is #38-2539929
*Corewell Health Foundation Southwest Michigan is a qualified charity with I.R.S. code 501(c)(3) status. Proof of status will be furnished upon request.
Location
1234 Napier Ave.,
St. Joseph, MI 49085
Bequest gifts through your will/trust
If your client is interested in supporting Corewell Health Foundation Southwest Michigan through a bequest in their will/trust, we have created the following bequest language as a helpful resource.
Bank wire transfer Instructions for stock & securities
Please contact our finance team to provide the date of transfer, stock name, and number of shares.
Amy.Zapal@corewellhealth.org
269.927.5145
Broker
TrueBlue Financial
Foundation DTC#: 0075
Account: 40642131
Account Name: Corewell Health Foundation Southwest Michigan (formerly Spectrum Health Lakeland Foundation)
Corewell Health Foundations have 501(c)(3) non-profit tax-exempt status.
Information contained herein was accurate the time of posting and is taken from sources believed to be reliable. The information on this website is not intended as legal or tax advice; for such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. You are encouraged to seek the advice of your financial planner, attorney, and/or tax advisor to make certain a contemplated gift aligns with your overall circumstances and planning. All conversations are confidential; no obligations are associated with these conversations.