For Professional Advisors

Legal Name

The legal name to use in the creation of estate planning documents to provide for Spectrum Health is Spectrum Health Foundation, Grand Rapids, Michigan.  Alternately, the legal name to use in the creation of estate planning documents to provide for Helen DeVos Children’s Hospital is Helen DeVos Children’s Hospital Foundation, Grand Rapids, Michigan.

Federal Taxpayer Identification & Organizational Status  

The federal identification number for Spectrum Health Foundation and Helen DeVos Children’s Hospital Foundation is #38-2752328

Both Spectrum Health Foundation and Helen DeVos Children’s Hospital Foundation are qualified charities with I.R.S. code 501(c)(3) status.  Proof of status will be furnished upon request.

Bank Wire Transfer Instructions for Stock & Securities

Broker:    Charles Schwab & Co.
DTC #:    0164
Account:    2194-0924
Account Name:    Spectrum Health Foundation


Tax ID for Spectrum Health Foundation:  38-2752328

To help us properly receive and record your stock donation, please contact (or have your broker contact) our Finance Director, Greg Workman, at 616.391.5409 or greg.workman@spectrumhealth.org with the date of transfer, stock name and number of shares. We will provide a tax receipt which includes the average share price and total donation amount as of the transfer/gift date.   

Sample Testamentary Language

A. General Bequest

I give ($_________ dollars), (a specific asset), or (a dollar amount equal to ____ % of my adjusted gross estate for federal estate tax purposes) to Spectrum Health Foundation or Helen DeVos Children’s Hospital Foundation, Grand Rapids, Michigan, for its general uses and purposes.

B. Bequest for a Specific

I give ($________ dollars), (a specific asset), or (a dollar amount equal to ____ % of my adjusted gross estate for federal estate tax purposes) to Spectrum Health Foundation or Helen DeVos Children’s Hospital Foundation, Grand Rapids, Michigan, for the following purpose: (state the purpose, e.g., to establish a named endowment, to underwrite a certain program, to be applied to research in a certain area, etc.).

Alternate Purpose Language

Recognizing that health care evolves to meet changing needs of future generations, you may wish to grant Spectrum Health Foundation or Helen DeVos Children’s Hospital Foundation the authority to respond to those changing needs.  You may do this by including the following language with your bequest:

If at any time in the judgment of Spectrum Health Foundation or Helen DeVos Children’s Hospital Foundation, it is impossible or impracticable to carry out the designated purpose, the Foundation shall determine an alternative purpose as near as possible to the designated purpose.