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
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 email@example.com
. You can
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
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
Rising to the Challenge:
The Campaign for Johns
and can support any
area of Johns Hopkins.