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many schools, divisions and multiple

funding opportunities at Johns Hopkins,

using full and correct legal identities is

critical. Equally important, if your gift

to Johns Hopkins University or Johns

Hopkins Medicine is broadly stated,

we’ll work together to identify a specific

recipient (if desired). We protect the

privacy of all information shared,

knowing that your plans can still change.

WHAT CAN I EXPECT?

To help us understand how your gift

to Johns Hopkins is structured, we will

ask for copies of the relevant pages of

your documents. In the case of a will or

revocable trust, we generally request

to see the first page, signature page,

and pages that refer specifically to your

gift to Johns Hopkins. For a gift of

retirement assets or life insurance,

we request a copy of the beneficiary

form showing Johns Hopkins as a

beneficiary. In all cases, we ask for your

best estimate of the gift’s value, if it is

not already stated in the document,

which is helpful for future planning.

HOW CAN DOCUMENTING HELP ME?

The process can help you align your gift

with a purpose. As Larry Gartner

worked with the gift planning staff, he

learned that first-year medical students

sometimes pursue historical research for

a required project. That’s when he

decided to establish a fund to pay their

travel, book purchases or other history-

related research expenses. Staff members

ensured that he had the right language

to direct the funds at a later date.

IS THERE ANY OTHER PAPERWORK?

After reviewing your plans together,

we will prepare a brief summary of

your gift. This gift summary, signed

by both parties, serves as an outline

that highlights your wishes, specific

financial terms and other important

details. The gift summary can remain

confidential but helps to ensure that

your gift for the future is counted now

in the fundraising goals for

Rising

to the Challenge: The Campaign

for Johns Hopkins

, helping to inspire

support from others.

WHAT IF MY PLANS CHANGE?

The gift summary is not binding.

We understand that circumstances

can change and acknowledge in

the gift summary that your plans

may be modified.

HOW CAN I TELL JOHNS HOPKINS

ABOUT MY ESTATE PLANS?

To start the process, contact the

Office of Gift Planning at

410-516-7954, 800-548-1268 or

giftplanning@jhu.edu

. You can

also visit

rising.jhu.edu/giftplanning

to complete a short, online form

about your plans. We look forward

to ensuring your wishes are met

and thanking you for your support.

Giving Retirement Assets

Did you know you can also name

Johns Hopkins as a beneficiary

of your 401(k), IRA, or other

qualified plan? Making a future

gift from your retirement account

is easy. Simply obtain the

beneficiary form from your plan

administrator and contact

the Office of Gift Planning for

next steps.

Johns Hopkins does not give tax, legal,

or financial advice; please consult

your own advisor for individual advice.

The information contained in this

publication is not intended to or written

to be used, and cannot be used, for

the purpose of avoiding penalties

imposed under the Internal Revenue

Code or promoting, marketing, or

recommending to another party any

transaction or matter addressed herein.

What Will Your Legacy Be?

The Johns Hopkins Legacy

Society honors those who secure

the financial future of Johns

Hopkins University and Johns

Hopkins Medicine by making

a life income gift, such as a

charitable gift annuity, or a gift

from their estate. Legacy gifts

play a vital role in achieving the

goals of

Rising to the Challenge:

The Campaign for Johns

Hopkins

and can support any

area of Johns Hopkins.