Before making a gift of securities, you should make three key decisions:
1. How will I give?
If you are interested in making a planned gift to Johns Hopkins, please contact the Office of Gift Planning at 410-516-7954 for more assistance or visit Gift Planning.
Planned gifts range from life-income gifts, to bequests, to creative arrangements using relatively illiquid assets. Making a planned gift may allow you to give more than you ever thought possible and, at the same time, allow you to benefit from tax advantages or income for a term of years or life.
Outright gifts are those where control of an asset is transferred to Johns Hopkins. These include securities, mutual funds or bonds and each asset is handled by a different procedure. If you have questions about making an outright gift of appreciated securities please contact Linda McGill in the Office of Gift Planning at 410-516-7954 or toll-free at 800-548-1268 or by email at firstname.lastname@example.org.
2. What will I give?
Securities Held by a Broker
Online option: To make a gift of securities held by a broker you may complete the Online Notification Form (Instructions provided for your convenience in the gray shaded box.) This form informs key staff members at Johns Hopkins University of your intent to make a gift of securities and gives us vital information to follow-up on your gift. When your broker completes the transfer and the gift arrives into the Johns Hopkins brokerage account, your gift will be complete.
In-person option: Please contact Linda McGill in the Office of Gift Planning at 410-516-7954 or toll-free at 800-548-1268 or by e-mail at email@example.com. Ms. McGill can discuss the process authorizing the transfer of the asset to our broker.
Stock Certificates Held by You
To give a stock certificate held by you as a gift, please send unendorsed certificates along with a letter of instruction, using the following steps:
1. Letter of instruction should include:
- Name and address of donors
- Name of the stock and number of shares
- Explanation that the stock is a gift to Johns Hopkins University, and the purpose or designation for the gift
- Signature(s) as listed on the stock certificate
2. Stock Power Form:
- Complete and enclose a Stock Power Form for each certificate
- Take the Stock Power Form to your bank to have your signature Medallion Signature Guaranteed. (Note: Please do not sign the Stock Power Form until you are in front of the bank staff who will guarantee your signature. You will need one form of picture identification.)
- Signature(s) need to be signed as they appear on the certificate
- Only sign and date the bottom of Stock Power Form
- Do not endorse the back of the certificate
4. In two separate envelopes, send via registered mail:
- Send the stock certificate in one envelope
- In the second envelope, send the Stock Power Form and letter of instruction
- Please address the envelopes to the following:
Johns Hopkins University Office of Gift Planning
San Martin Center, Ste. 220
3400 N. Charles Street
Baltimore, MD 21218-2696
Attn: Linda McGill
To make a gift of bonds, please contact Linda McGill in the Office of Gift Planning at 410-516-7954 or toll-free at 800-548-1268 or by email at firstname.lastname@example.org When you call or email please be sure to include the name of the bond(s) to be transferred and the CUSIP number.
To make a gift of mutual funds, contact Linda McGill in the Office of Gift Planning at 410-516-7954 or toll-free at 800-548-1268 or by email at email@example.com Please note that mutual funds may take up to two to three weeks to process.
3. Where will I give?
You should decide what area of Johns Hopkins you wish to benefit from your gift. You may specify a division or department, a doctor, a particular research area, or some other designation. Contact us for guidance on making a designation.
Let Us Know About Your Plans
To begin the process of making a gift, please contact the Office of Gift Planning and notify us of your intent to make a gift of securities or complete an Online Notification Form.
If you have questions or concerns about any part of the process, contact:
Office of Gift Planning