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Planned Giving

Enthusiasm Fuels Rubens’ Desire to Give

Jonathan S. Rubens, MDJonathan S. Rubens, MD ’87, almost opted not to come to the Wake Forest School of Medicine.

After earning his bachelor’s degree from the University of Pennsylvania in 1983, the native of the Jamaica neighborhood in Queens, N.Y., had been accepted at several of the nation’s top medical schools. Three things helped to create a compelling case and a convincing argument that the Wake Forest could help him become the kind of doctor he wanted to be:

  • A visit to Winston-Salem
  • A meeting with Velma Watts, PhD, associate professor emerita of medical education, who was then director of minority affairs with the school, and
  • Advice from his father, a South Carolina native, who wanted his son to attend the school

“It just felt right here,” says Rubens, who became the medical school’s first Vice President’s Scholar.

Inspired to Give

Rubens, a generous contributor whose planned gift includes him in Wake Forest Baptist’s Coy C. Carpenter Society, says he is grateful for the careful attention and rigorous training he received and feels strongly about giving back to the institution where he learned his profession. He believes it is important to support the kind of compassionate medicine fostered at the School of Medicine.

“The medical school gave me so much and provided the solid underpinning upon which a great deal of my professional success has been built,” he says. “Now I’m fortunate enough to have the opportunity to give back to ensure that that tradition continues.”

Building a Career

Rubens’ career in emergency medicine has taken him to the Medical Center of Delaware (now Christiana Care), North Shore University Hospital in Manhasset, N.Y., the EMS Division of the Nassau County, N.Y., Fire Services Academy, St. Mary’s Hospital in Athens, Ga., and back to North Carolina at High Point Regional Health System and Regional Emergency Physicians.

Along the way, he’s written The Streetmedic’s Handbook, and he has served as guest lecturer in the Department of Sports Medicine at High Point University.

Since January 2011, Rubens has served as medical director with ActiveHealth Management in High Point, where he develops, implements and oversees population health-management programs that impact the health and lives of hundreds of thousands of health plan participants.

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Quick Reference

Planned Giving

Lori Osowski
Director, Charitable Gift Planning
336-716-1058
losowski@wakehealth.edu

Office of Philanthropy 
Wake Forest Baptist Medical Center
P.O. Box 571021
Winston-Salem, NC
27157-1021
Ways to Give

Disclaimer: The information on this website is for general informational purposes only and SHOULD NOT be relied upon as a substitute for sound professional medical advice, evaluation or care from your physician or other qualified health care provider.

A charitable bequest is one or two sentences in your will or living trust that leave to Wake Forest Baptist Medical Center 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], of [city, state, ZIP], give, devise and bequeath to Wake Forest Baptist Medical Center [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

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 Wake Forest Baptist 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 gift 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 receive an immediate federal income tax charitable deduction. 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 Wake Forest Baptist as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 Wake Forest Baptist 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 Wake Forest Baptist where you agree to make a gift to Wake Forest Baptist 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.

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