Planned Giving and The Franz Alexander Society

The Franz Alexander Legacy Society honors individuals who have included the Institute in their will, trust or other charitable planned gift. Members of the Franz Alexander Legacy Society share our vision of the future and our determination to forward the mission established by Franz Alexander in founding the Institute: to better understand human beings and help them live better lives. As of 2021, members include:

S. Cody Engle
Robert Fajardo
Linda I. Garrity Trust
Paul, Joni and Campbell Holinger
Eva Lichtenberg
Judith Rhinestine

You can read the stories of some of our society members here.

Planned gifts make up a significant number of the contributions the Institute needs to sustain life-changing work. A bequest may be made through a will or trust, or you can name the Institute as a beneficiary of a bank account, IRA account, life insurance policy, company retirement plan, pension, or other instrument. Your financial advisor or attorney can offer advice on your specific situation. If you have already provided for the Institute in your will or trust, please inform the Development Office so that Institute staff can thank you and, if needed, help you create a personally meaningful giving opportunity.

The Director of Development may be reached by phone at (312) 897-1424 or email at development@chicagoanalysis.org

Below, are the most common kinds of bequests with sample language for naming The Chicago Psychoanalytic Institute as a beneficiary. You may also change your beneficiaries at any time, should your circumstances change.

Residual Bequest

This is a very popular choice for charitable bequests because it ensures that loved ones receive their distribution before any distribution to charity.

“I devise the residue of my estate, after the satisfaction of all specific bequests and the payment of all taxes and other costs attending my death, to the Chicago Psychoanalytic Institute., a not-for profit corporation, Tax ID# 36-1263210, with principal offices currently located at 122 S Michigan Ave. Suite 1300, Chicago, IL 60603.”

General/Fixed Dollar Bequest

A stated sum of money, usually cash, to a beneficiary.

“I bequeath the sum of $____ dollars to the Chicago Psychoanalytic Institute., a not-for profit corporation, Tax ID# 36-1263210, with principal offices currently located at 122 S Michigan Ave. Suite 1300, Chicago, IL 60603.”

Percentage Bequest

Enables your bequests to grow as your assets grow.

“I bequeath to the Chicago Psychoanalytic Institute., a not-for profit corporation,

Tax ID# 36-1263210, with principal offices currently located at 122 S Michigan Ave. Suite 1300, Chicago, IL 60603.” an amount equal to ______ percent of the net value of my estate as finally determined for federal estate tax purposes.”

Contingent Bequest

Assumes you want to leave your entire estate to family and friends. However, in the event that you outlive any of your beneficiaries, it provides an opportunity to designate the Chicago Psychoanalytic Institute to receive that portion of the estate.

“In the event that (name of the beneficiary) does not survive me, I designate to the Chicago Psychoanalytic Institute., a not-for profit corporation, Tax ID# 36-1263210, with principal offices currently located at 122 S Michigan Ave. Suite 1300, Chicago, IL 60603.” as the devisee of this bequest of (see above for language specific to different types of bequests.)”

Legal Name: Chicago Psychoanalytic Institute
Address: 122 S Michigan Ave. Suite 1300, Chicago, IL 60604
Federal Tax ID Number: 36-1263210