Whatever your role at The University of Kansas Health System, you've worked hard to make our organization the world-class healthcare provider we are today. You have invested your talent, energy and compassion into making Kansas City a healthier place for all of us.

Did you know you can continue to invest in academic medicine long after your lifetime through planned giving?

Planned gifts — also known as gifts in your will or trust — enable you to pledge financial support to organizations that are important to you.

Through your planned gift to The University of Kansas Health System, you can create a legacy of caring after your lifetime that honors your passion for our mission.

Every gift makes a big difference

Multimillion dollar donations make headlines, but smaller gifts pooled together are equally impactful. The dollar amount you choose to give is not important. What matters most is the peace of mind you will gain knowing your gift will support future patients and employees at an organization that means so much to you.

Watch the video below for a personal message from Terry Rusconi, vice president of The University of Kansas Health System, about why planned giving is so important to our future success.

Create your legacy

You have seen the power of academic medicine firsthand, so you know it is critically important that everyone has access to the most advanced healthcare available. Your generosity will help provide services, equipment, resources and education to benefit future care teams and patients. Through your gift, you can create a legacy that will benefit the mission of The University of Kansas Health System for decades to come.

Learn more

Our Fund Development team is happy to answer your questions.

Jeanne Hansey
913-945-8995
jbrown1@kumc.edu

@[PEPCPromoTeaser]@[PEPCPromoButtonText]

A charitable bequest is one or two sentences in your will or living trust that leave to The University of Kansas Health System a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

I give (or bequeath) to KU Endowment, a nonprofit corporation in Lawrence, Kansas, the sum of $_______ (OR the following described property, OR a percent of the residue of my estate) for the benefit of The University of Kansas Health System to be used for the area of greatest need as recommended by the President and Chief Executive Officer of the hospital.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to The University of Kansas Health System or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to The University of Kansas Health System as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to The University of Kansas Health System as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and The University of Kansas Health System where you agree to make a gift to The University of Kansas Health System and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

First name is required
Last Name is required
Please include an '@' in the email address

eBrochure Request Form

Please provide the following information to view the brochure.

First name is required
Last Name is required
Please include an '@' in the email address