For Trustees and Advisors

In your work as an 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.

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. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy.

Useful Legal Information

Legal name: The Catholic Bishop of Chicago
Address: 835 North Rush Street Chicago, IL 60611-2030
Federal Tax ID number: 36-2170826
To designate a parish or school as a beneficiary of a qualified retirement plan or other financial account, please list the beneficiary as follows:
[Name of Parish or School], The Catholic Bishop of Chicago, a Corporation Sole

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

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Stewardship and Development