Your Plans. Your Impact.

Your Plans.

Your Impact.

Resources for Planning Your Gift to RUSH

“Scholarship support made my career possible, and RUSH taught me a lot about life, joy and acceptance. My bequest will help provide other students those same life-changing moments.”

Linda Del Monte, BSN ’77/CON

Forward Thinking.

Excellence at Rush University System for Health, or RUSH, is a unique combination of quality and caring. It shapes education, training and mentorship at Rush University, where our students, faculty, residents and fellows become part of our tradition. RUSH isn’t a place; it’s an experience. We take great pride in our graduates, who are able to apply that RUSH experience to their careers and communities because they were supported by generous alumni and friends like you.

When you arrange a gift to RUSH through your estate plans, not only do you help RUSH achieve long-term goals, but you also become a permanent part of the RUSH tradition. Just as donors, teachers, family and friends may have helped advance your success along the way, you can also invest in the success of tomorrow’s RUSHtrained professionals. Join our many alumni, faculty and friends, and help transform lives. Your lasting legacy will inspire others, show confidence in RUSH’s future and strengthen the field of health care for years to come.

Customize Your Gift.

Gift planning is a process that uses flexible and creative strategies to help you support the programs that matter to you most in ways you may have never thought possible.

Successful planned giving allows you to make charitable contributions in ways that minimize the cost to you or your family and make your gift even more significant.

A range of giving options are available to help you achieve your goals. They can provide important benefits, such as the following: • A charitable tax deduction • Savings on capital gains income or estate taxes • Guaranteed lifetime income for you and/or someone you care about

What Can I Give?

A well-structured charitable plan can use a variety of assets — or even a combination of them — to fulfill your philanthropic goals and expand the impact of your gift.

• Cash and/or check • Stock, bonds and mutual funds • Retirement plan assets or IRAs • Life insurance policy • Real estate

Our team of gift planning professionals is available to work with you and your advisors to develop a plan that maximizes the financial benefits to you while realizing your philanthropic vision.

Moving Ahead.

Your Gift Counts.

We are grateful for your gift and would like to recognize your generosity.

When you share your confidential estate plans with RUSH, you can have peace of mind that we will help carry out your intentions, designate your future gift for a specific program and honor your legacy according to your wishes. Your gift will help RUSH achieve its goals and inspire others to give.

Above all, informing us about your gift intentions enables RUSH to express our gratitude and recognize your philanthropy in your lifetime through membership in the Rush Heritage Society.

We’re here to help!

Office of Philanthropy Rush University Medical Center Attn.: Gift Planning 1201 W. Harrison St., Ste. 300 Chicago, IL 60607 Visit: rush.edu/giftplanning Email: giftplanning@rush.edu Call: (312) 942-3691

The general information provided in this document is furnished with the understanding that neither Rush University Medical Center nor this document’s authors are authorized to provide legal or tax advice. We encourage the reader to consult professional counsel before taking action on any of the gift, estate or financial planning options. RUSH is a tax-exempt, 501(c)(3) charitable organization.

“From the moment you get accepted to Rush University, it’s like being part of the family.

My bequest carries on my legacy and allows RUSH to continue growing its talented, meaningful family.”

Richard Melcher, MD ’77/RMC