John and Kim Callaghan Legacy Society

John and Kim Callaghan Legacy Society FAQs

• Why should I leave a deferred gift to the Orthopaedic Research and Education Foundation?

  Your deferred gift will support future generations of researchers who will be discovering and developing improved treatments and therapies for musculoskeletal conditions.

• How can I leave a deferred gift as part of a will to the Orthopaedic Research and Education Foundation?

  You can direct your attorney to name Orthopaedic Research and Education Foundation as the beneficiary of a percentage of your estate, or a set dollar amount. Your attorney is in the best position to recommend which approach is best.

• Can I make a gift via a Living Trust?

  Yes, many estate assets are not transferred through a Will, instead using a Living Trust. You may name the Orthopaedic Research and Education Foundation as a beneficiary of a Living Trust. Your attorney is in the best position to recommend which approach is best.

• What wording do I use to designate the Orthopaedic Research & Education Foundation in my will?

  [Suggested Copy:]

  I give and bequeath, absolutely and forever, the sum of $________ (or, __% of the rest, residue and remainder of my estate) unto Orthopaedic Research and Education Foundation, 9400 West Higgins Road, Suite 215, Rosemont, IL 60018, for its general purposes. OREF’s Tax ID number is: 36-600-9467

• Who can I contact about deferred giving?

  For more information, please email Ed Hoover or call 847-430-5105.