Sample Bequest Language

The following includes several examples of suggested bequest wording to benefit Johns Hopkins. Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your bequest with Johns Hopkins to ensure that your wishes will be properly followed and recognized.

Percentage of Estate for Unrestricted Purposes

I give, devise, and bequeath to The Johns Hopkins University [or Hospital], a not-for-profit organization located in Baltimore, Maryland, _____ percent (%) of the rest, residue, and remainder of my estate as an unrestricted gift to be used at the discretion of the Board of Trustees of Johns Hopkins for the general purposes of Johns Hopkins, located in Baltimore, Maryland.

Percentage of Estate for Specific Purposes with an Endowment Provision

I give, devise, and bequeath to The Johns Hopkins University [or Hospital], a not-for-profit organization located in Baltimore, Maryland, _____ percent (%) of the rest, residue, and remainder of my estate to establish the ____________________ENDOWED FUND. The principal of this fund shall be invested as part of Johns Hopkins's permanent endowment and in accordance with its policies. The income therefrom is to be used by Johns Hopkins, located in Baltimore, Maryland, for ____________________________________. Contributions may be added to the fund at any time.

If changed circumstances should at some future time make it impractical to continue using the income from the Fund for the purpose designated, then the Johns Hopkins Board of Trustees may redesignate the purpose for which the Fund's income may be distributed, provided that the Fund shall continue to bear the name ________________ ENDOWED FUND and that the amended terms shall adhere as closely as possible to my original intent.

Specific Amount for Unrestricted Purposes

I give, devise, and bequeath to The Johns Hopkins University [or Hospital], a not-for-profit organization located in Baltimore, Maryland, the sum of $_______ in cash or in-kind (or ________ shares of ________stock) to be used at the discretion of the Board of Trustees of Johns Hopkins for the general purposes of Johns Hopkins and its related entities.

Specific Amount for Specific Purposes

I give, devise, and bequeath to The Johns Hopkins University [or Hospital], a not-for-profit organization located in Baltimore, Maryland, the sum of $_______ in cash or in-kind (or ________ shares of ________stock) to be used for __________________________________________ at Johns Hopkins.

If changed circumstances should at some future time make it impractical to continue using the income from the Fund for the purpose designated, then the Johns Hopkins Board of Trustees may redesignate the purpose to adhere as closely as possible to my original intent.

Retirement Plan Beneficiary Language

You may name Johns Hopkins as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Johns Hopkins as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Johns Hopkins as a beneficiary of a retirement plan, you maintain complete control over the asset while living. At your death the plan passes to Johns Hopkins free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change of beneficiary form from your plan administrator. When you are done, please return the form to your plan administrator and notify Johns Hopkins. We can also assist you with the proper language for your beneficiary designation to Johns Hopkins.

Customized Language

If you or your attorney would like Johns Hopkins to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.