For Professional Advisors
Overlake Medical Center Foundation encourages donors to seek the counsel of their own legal, financial, tax, and estate planning advisors. If you are a professional advisor, we value your involvement as you help your clients determine how they would like to proceed with a planned gift.
We hope you will find the following information helpful:
• Our official name is “Overlake Medical Center Foundation” and our official address is 1035 116th Avenue NE, Bellevue, WA 98004.
• The Foundation is a Washington nonprofit corporation, and under Section 501(c)(3) of the Internal Revenue Code, the organization is exempt from federal income taxation. Accordingly, donations to the Foundation qualify for income, gift, and estate tax charitable deductions under applicable portions of the Internal Revenue Code. Our Employer Identification Number is 91-1050325.
• Click here for securities transfer instructions.
• Click here for sample bequest language.
For more information about Overlake Medical Center click here.
For more information about Overlake’s Foundation click here.
If you have a question or wish to get in touch with someone at Overlake regarding a possible planned gift, please contact Stephanie Stewart, Director of Planned Giving, by email or at 425-688-5452.
The information on this website does not constitute legal, financial, tax or estate planning advice and should not be relied upon as a substitute for such advice.