As easy as signing your name

Many assets can be used to make a meaningful gift to CHOP. You do not need to update your will; you can express your values simply by signing your name, and you have the flexibility to change your beneficiary designations at any time.

• RETIREMENT PLANS including your IRA, 401(k), 403(b) or other tax-deferred plan: If you name CHOP as a beneficiary of all or some percentage of your retirement plan account, you can leave less heavily taxed assets to loved ones.
• LIFE INSURANCE POLICIES: You may decide to name CHOP a beneficiary of your life insurance policy if it’s outlived its original purpose and you no longer need the policy for the original reasons.
• CERTIFICATES OF DEPOSIT, BANK OR BROKERAGE ACCOUNTS, and other financial accounts: You may name CHOP a Transfer on Death beneficiary of any of these financial assets.
• DONOR-ADVISED FUNDS: You may direct that the funds remaining in your DAF at the end of your life be distributed to CHOP.

With each of these gifts, simply ask your retirement plan manager, DAF or financial institution for the appropriate beneficiary designation form.

You will need our legal designation:

Children’s Hospital of Philadelphia Foundation
Philadelphia, Pennsylvania
Tax ID # is 23-2237932

We are here to help

For any questions you may have about gifts by beneficiary designation, contact Lizabeth Macoretta, Executive Director of Planned Giving, at 267-426-6472 or MacorettaL@chop.edu.

Additional resources

Download our brochure that explores different ways to support CHOP and the impact your gift can have.

Have you included a gift to CHOP in your will or through a beneficiary designation? Please let us know by completing a simple form. We would be honored to express our gratitude, welcome you to the Lewis Society, and communicate with you appropriately.