Planned Giving

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For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our donors and collaborative partners. We understand that financial, philanthropic, and estate goals are unique to the individual. We encourage prospective donors to consult with their professional advisors before making decisions based on information we provide. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Please feel free to contact us directly for information or assistance on a confidential basis.

Helpful Information:

Legal Name: Indiana University Health Foundation, Inc.
Tax I.D. Number: 35-6043086
Incorporated in: Indianapolis, IN
Address: 1633 N Capitol Avenue, Suite 1200, Indianapolis, IN 46202
Primary Contact: Marya Jones, Director of Planned Giving
Phone: 317-962-1891
Cell: 317-750-4857
Email: mjones68@iuhealth.org

Stock Transfers – Wire Instructions

Gifts of stock may be made to Indiana University Health Foundation, Inc. (“IU Health Foundation”). To qualify as a current calendar year donation, donors must transfer stock donations no later than December 31 of the current calendar year. Wire instructions are as follows:

Wells Fargo Advisors
Account # 1527-5428
In the name of Indiana University Health Foundation

DTC 0141
Clear through First Clearing

Contact:
Cheri Moschell
Wells Fargo Advisors
8888 Keystone Crossing Suite 400
Indianapolis, IN 46240
cheri.moschell@wellsfargoadvisors.com
317-573-9239
317-573-9299 fax

Wire Instructions for IU Health Foundation, Inc.

Beneficiary Name: IU Health Foundation, Inc.
Account Number: 4803461052
ABA Number:     041000124
PNC Bank

ACH Instructions for IU Health Foundation, Inc.

Beneficiary Name: IU Health Foundation, Inc.
Account Number: 4803461052
ABA Number:     071921891
PNC Bank

For additional assistance, if necessary, please direct donors and their legal and/or financial advisors to IU Health Foundation’s Chief Operating Officer Laura Pickett. Laura Pickett may be reached at 317-963-4048 or lpickett1@iuhealth.org.

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