Planned Giving

The UMMS Foundation is grateful for the many gifts it has received over the years from grateful patients and friends through their estate plans. These gifts have supported capital projects, cutting-edge research, continuing education programs and much more. They come to UMMS Foundation by way of bequests or as life income gifts. With thoughtful planning, you can create win-win solutions for you and UMMS Foundation by making a planned gift.

You may be able to reduce or eliminate income taxes, capital gains taxes and transfer taxes, such as gift, estate, inheritance and generation-skipping taxes, while helping UMMS provide for the health of our community, now and in the future.

If you would like to learn more about gift planning opportunities, please complete and submit this form. Or you may call 410.328.5770 or email umms-foundation@umm.edu.

Here are some of the options and benefits available to you through planned giving:

Appreciated Securities

Bequests

Charitable Lead Trust

Life Insurance

Real Estate – Outright or in Trust

Retirement Plan Assets

Retained Life Estate

You may donate property to UMMS, but retain the use of the property (such as a residence or farm) during your lifetime.

Tangible Personal Property

GIFTS THAT PROVIDE INCOME TO YOU refers to how donors can make gifts and retain income.

Charitable Gift Annuities

Charitable Remainder Trusts

Leave a Legacy

The legacy you choose to leave can include a provision for the future health care needs of our community. Individuals who choose to provide for the future of UMMS through their wills, life income plans, life insurance, retirement or other estate plans represent a very special group of UMMS friends.

Should you be willing to allow us to recognize your deferred gift while you are still alive, we would be honored to include you in our 1823 Society, which recognizes the foresight and generosity of those who have included us in their estate plans.

1823 SOCIETY

Founded in 1823, UMMS has built a tradition of attention to patient care, academic excellence and scientific achievement. Today, UMMS is poised to take its place at the forefront of academic medical centers worldwide. It is through the generosity of those who choose to leave a legacy that UMMS will have the resources to maintain and enhance its many centers of excellence for the benefit of future generations.

By informing UMMS of your intentions, the Medical System can ensure that your gift will be used as you intend, as well as allow the UMMS family to have an opportunity to acknowledge and thank you during your lifetime for the important contribution that you are making to the health of our community.

As a member of the 1823 Society, you are invited to an annual reception in your honor. The occasion will include the induction of new members and a special briefing about UMMS’ plans to perpetuate its mission. Members also receive an exclusive 1823 Society pin signifying membership. In addition, 1823 Society members are recognized on the UMMS Wall of Honor in the main lobby of the Medical Center to show appreciation for their giving as well as motivate others to do the same. Members receive Medical System publications, as well as invitations to other Medical System events and programs.

Please complete this form to receive more information. It is advisable to see your attorney or tax advisor for specific advice about making a planned gift to the University of Maryland Medical System.