An Easy Way to Leave a Legacy

Naming Johns Hopkins as a beneficiary of your retirement plan is one of the most efficient ways to support our future.

Your benefits include:

• Flexibility to take withdrawals and adjust beneficiary designations during your lifetime
• Favorable tax results for your heirs

How it works:

• You can name Johns Hopkins as a sole beneficiary, co-beneficiary, or contingent beneficiary of your IRA, 401(k), or other tax-deferred retirement plan.
• After your lifetime, the residue of your plan passes to Johns Hopkins tax-free and to any other named heirs.

How to make your gift:

1.  Request a beneficiary designation form from your retirement plan administrator.

2. Contact the Johns Hopkins Office of Gift Planning for next steps at 410-516-7954 or giftplanning@jhu.edu

To learn more, view the retirement assets information sheet.

Note: If you’re 70 ½ or older, you can transfer assets from a traditional IRA directly to Johns Hopkins to make an immediate gift and/or a one-time distribution to establish a charitable gift annuity.