Advisor Resources

Practical Foundation details for charitable planning

A concise reference for attorneys, financial advisors, trust officers, accountants, and estate professionals helping clients support Treasure Coast Hospice Foundation.

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Legal name

Treasure Coast Hospice Foundation

Use this legal name for testamentary gifts and charitable planning documents.

EIN

65-0047497

Federal Tax Identification Number for the Foundation.

Address

Mayes Center

1201 SE Indian Street, Stuart, FL 34997.

Registration

CH6432

Florida charitable registration number.

Advisor resources

Use this page as a working reference for client conversations, draft language, and Foundation coordination. Treasure Coast Hospice Foundation can provide organizational details and mission information, while legal, tax, and financial advice remains with each client's professional counsel.

Drafting reference

Sample bequest language

Sample language for attorney review: I give and bequeath to Treasure Coast Hospice Foundation, a 501(c)(3) nonprofit organization located at 1201 SE Indian Street, Stuart, FL 34997, Federal Tax ID 65-0047497, the sum of $______ or ____% of my estate to be used for its general charitable purposes.

Clients may give a specific dollar amount, percentage, asset, or estate remainder.
Restricted gifts should be reviewed with the Foundation before final documents are signed.
Advisors should adapt this language to the client's estate plan and governing law.

Planning options

Giving structures advisors may discuss

The Foundation welcomes conversations about beneficiary designations, donor-advised fund grants, appreciated securities, IRA charitable rollovers, charitable gift annuities, trusts, real estate, retained life estates, bargain sales, and other complex gifts. Non-cash and restricted gifts may require additional review before acceptance.

Bequests and living trusts
Retirement plan, life insurance, and account beneficiary designations
DAFs, securities, real estate, trusts, and other asset-based gifts

Mission alignment

How gifts can support local care

Client gifts can support compassionate nonprofit hospice care, grief support, pediatric services, music therapy, charity care, veterans recognition, patient assistance, and other comfort-focused programs for families in Martin, St. Lucie, and Okeechobee counties.

Charity care and patient assistance
Little Treasures pediatric care
Grief support, music therapy, veterans care, and comfort programs

Advisor toolkit

Planning links and common questions

Planned giving overview

Explore the broader giving options available through long-term charitable plans.

Planned givingMake or recommend a gift

Learn how current gifts support the Foundation's community-based hospice mission.

Donation optionsMission and stewardship

Review Foundation impact, programs, and stewardship context for client conversations.

Foundation impact

What legal name, EIN, and address should advisors use?

The legal name is Treasure Coast Hospice Foundation. The EIN is 65-0047497. The Foundation address is 1201 SE Indian Street, Stuart, FL 34997.

Can a client restrict a gift to a specific program?

Often, yes. Contact the Foundation before finalizing restricted language so the gift aligns with current programs and long-term community needs.

Should complex gifts be reviewed first?

Yes. Real estate, closely held interests, retained life estates, bargain sales, securities, and other non-cash gifts should be reviewed before transfer.

Foundation contact

Coordinate with the Foundation

Questions about gift details, donor intent, charitable status, or Foundation priorities can be directed to the Foundation team. Please verify current transfer instructions before initiating gifts of securities, real estate, or other non-cash assets.

Treasure Coast Hospice Foundation1201 SE Indian StreetStuart, FL 34997Phone: 772-403-4547Email: Give@treasurehealth.orgAsk the Foundation

The information on this page is for general informational purposes only and should not be considered legal, tax, or financial advice. Clients should consult qualified professional advisors for guidance specific to their circumstances. Florida disclosure: A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll-free 1-800-HELP-FLA or online at FDACS.gov. Treasure Coast Hospice Foundation Florida registration #CH6432. Registration does not imply endorsement, approval, or recommendation by the state.

Advisor toolkit

Gift calculator

Model charitable gift annuities, charitable remainder and lead trusts, and other planned gifts for a client conversation. Choose a gift type to see illustrative payments and potential tax benefits.

Results are estimates for illustration only and do not constitute legal, tax, or financial advice. Clients should confirm all figures with their own professional advisors.