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