Gifting Examples:

Bequests - A bequest is a charitable gift planned through a will or a living trust. Bequests are visionary by nature and are a thoughtful means of providing for beneficiaries, including charities supported during a benefactor's lifetime, after the death of a benefactor.

A bequest is usually a gift of cash, however, tangible property such as real estate, securities, works of art and other collectibles, etc., may be made also.

Naming Robert Wood Johnson University Hospital Hamilton Foundation as a beneficiary in your will is a particularly personal way of continuing your lifetime annual support. The wording used may be direct and simple, listing the Foundation as a beneficiary. A specific amount may be indicated, or you may specify that a fixed percentage of your estate is left after final expenses and special gifts are made.

• Bequests may be modified as circumstances warrant.
• Benefactors specify how estate gifts should be used.
• Bequests always support the Hospital as the donor intends.

Sample wording is included for your convenience. You should consult your attorney or financial planner before taking any action.

Life Insurance - Gifts of life insurance are the transfer of ownership of a paid life insurance policy to the Foundation. Any gift of life insurance must name Robert Wood Johnson University Hospital Hamilton Foundation, Inc. as the irrevocable owner and beneficiary of the policy.

• Life insurance gifts receive gift credit and an income tax deduction for the cash surrender value of the policy.

Retirement Plans - Retirement plans make an attractive gift to the Foundation. The simplest way is to designate Robert Wood Johnson University Hospital Hamilton Foundation, Inc. as a contingency beneficiary of a qualified retirement plan or IRA assuming value remains in the plan after the plan owner passes away.