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Martha Jefferson Rucker Society

Recognizes donors who arrange a bequest or other planned gift in support of Sentara Martha Jefferson Hospital

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The Martha Jefferson Hospital Foundation established the Rucker Society to recognize and honor those who have chosen to remember Martha Jefferson in their estate plans. Their legacy of support allows the Hospital to meet our high expectations for clinical quality and personal health care. In the 1930s, William James and Sally Woods Rucker left a significant portion of their estate to Martha Jefferson Hospital.

Through a will, trust, or retirement plan, you can make gifts to ensure the future of Sentara Martha Jefferson Hospital, often greater in size than you can imagine during your lifetime. You may use a bequest in your will to direct a gift to Sentara Martha Jefferson Hospital in several ways: percentage of value, property, residuary estate, differed, or contingent. Your estate planner can help you choose an option.

Recognition Criteria

Membership in the Rucker Society will be extended to supporters of Sentara Martha Jefferson Hospital who arrange a bequest or other planned gift in support of the Hospital. The size of the gift is not a consideration of membership, and there are no other obligations or requirements.

Membership Considerations

  • Invitation to the annual Rucker Society luncheon and select leadership events hosted by the Foundation and/or Hospital.

To become a member of the Rucker Society, you may complete and submit the Statement of Future Gifts form or contact Kimberly P. Skelly or Cathy Sedwick at 434-654-8258 or kpskelly@sentara.com or clsedwic@sentara.com

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A charitable bequest is one or two sentences in your will or living trust that leave to Sentara Martha Jefferson Hospital 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, [name] give [insert desired amount here] to Martha Jefferson Hospital d/b/a Sentara Martha Jefferson Hospital, a private not-for-profit, Virginia non-stock corporation located in Charlottesville, Virginia, for its unrestricted use and purpose, or the benefit of insert program or entity to benefit here.

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 Sentara Martha Jefferson Hospital 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, 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 Sentara Martha Jefferson Hospital 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 Sentara Martha Jefferson Hospital 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 Sentara Martha Jefferson Hospital where you agree to make a gift to Sentara Martha Jefferson Hospital 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

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