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How To Include Joslin In A Will Or Trust

 

Sample Testamentary Provision:
“I give, bequeath and devise to Joslin Diabetes Center, Inc., a Massachusetts tax-exempt nonprofit organization at One Joslin Place, Boston, MA 02215, ( ___% of the residuary estate /___% of the estate/or the sum of $____ ) to be used for its general purposes.”

Legal Name:  
Joslin Diabetes Center, Inc.

Joslin Name:                              
As Joslin has been in operation since 1898, we have resided at different addresses in Boston and made slight changes to our name over the years. Joslin Clinic is a part of Joslin Diabetes Center. The Beetham Eye Institute is a part of Joslin Clinic of Joslin Diabetes Center.  

Please contact our planned giving staff if you arranged for a bequest that is not directed to our current legal name so we can provide you with documentation of our name changes and our tax exemption letter.    

We are pleased to provide our tax exemption letter or return a W-9 upon request.

Legal Address:  
Joslin Diabetes Center
One Joslin Place
Boston, MA 02215

Tax Status:                                 
501(c)(3), tax-exempt charitable organization
Not a private foundation as we are an organization described in sections 509(a)(1)
and 170(b)(1)(A)(iii) of the Internal Revenue Code.

Governing State Law:             
Massachusetts

Tax Identification Number: 
04 -2203836

Harvard Medical School Affiliation:      
Joslin is a separate nonprofit entity from Harvard Medical School. Our affiliation, however, provides a collaborative and respected academic, teaching and research relationship.

Assets To Bequeath:               
Joslin is best suited to receive cash or property that will ultimately be liquidated by the executor or by the attorney representing the estate. If you wish to leave real estate or real property to Joslin, please contact our planned giving staff to discuss. We want to ensure we are able to accept the property you wish to leave and use it to advance our mission.  

Trusteeship:                                
Joslin does not act as trustee for estates.

General Purpose Bequests:               
Joslin appreciates the flexibility of bequests for general and Board-designated purposes. General-purpose funding is critical to our long-term ability to operate our clinic, sustain comprehensive services to those living with diabetes, and meet the challenges of the evolution of diabetes treatment and research.  

As this disease is already an epidemic, the treatment and basic and clinical research of type 1 and type 2 diabetes will change. Providing funds that allow our staff and board the greatest flexibility to conquer diabetes is especially relevant with the evolving nature of this disease.    

Restricted Bequests:                      
Bequests arranged for a specific purpose such as research or clinical care are possible. Please contact our planned giving staff to ensure Joslin can respect your intentions if you wish to arrange for a specific use. If you do not do so, Joslin may be obligated to consult the state attorney general to ensure we best follow the decedent’s intentions. On rare occasions, we may have to decline a bequest if we cannot honor the provisions of the will.

Recognition of Benefactors:             
Joslin is honored that you are elevating our institution to the level of family by remembering us in estate plans and we would like to know if we are a beneficiary. We want to thank our donors and we have received many bequests over the years for which we have not had the opportunity to thank the donor because we did not know about the gift ahead of time. We also appreciate knowing about future funding that will help us better plan for our work to come.  

The Priscilla White Society:                         
The Priscilla White Society is a special circle of benefactors who have provided for Joslin’s future by naming Joslin in their estate plans or establishing a charitable gift annuity or charitable trust. We honor our legacy benefactors and promote their meaningful gesture by listing their names in our annual honor roll of donors and on a plaque in our clinic foyer. Benefactors may request anonymity. We also provide insider updates on our work and invitations to special events.  All you have to do to join is let us know you have included Joslin in your estate plans.                       

For More Information:             
If you have questions, desire financial and tax calculations or would like to request financial statements or our tax exemption letter, please contact us:

Patrick C. Schaefer
Director, Planned Giving
Joslin Diabetes Center
Office of Gift Planning
One Joslin Place, Suite 745
Boston, MA 02215

 

 

Phone: 617-309-2563
E-mail: patrick.schaefer@joslin.harvard.edu

 

Page last updated: April 15, 2014