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Making a Gift to our Foundation Guidelines for Professional Advisors Who we are: Advocate Health Care and Advocate Charitable Foundation Thanks for your interest in Advocate Health Care. In 2018,
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How to fill out wwwcatholicfoundationcomprofessional-advisorsform catholic foundationprofessional advisorsgift
01
Visit www.catholicfoundation.com
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Fill out the form with your personal and professional information
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Professional advisors who want to provide gift planning services to clients through the Catholic Foundation
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The form is used by professional advisors to submit gifts to the Catholic Foundation.
Who is required to file www.catholicfoundation.com/professional-advisors/form catholic-foundation-professional-advisors-gift?
Professional advisors are required to file the form when submitting gifts to the Catholic Foundation.
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Professional advisors must fill out the form with all required information regarding the gift being submitted.
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The form must include details about the gift amount, donor information, and any specific instructions regarding the gift.
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