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Unity of Purpose: Dennis and Susan Joslin


Dennis and Susan Joslin

Dennis Joslin, Ph.D., and his wife Susan Bauers-Joslin, Ph.D., have made estate plans that will leave a lasting legacy at Nebraska Methodist College—The Josie Harper Campus. Dennis and Susan began their careers at Methodist School of Nursing in 1976 and 1982, respectively. Today, Dennis serves as the President of Nebraska Methodist College, and Susan is an adjunct professor and owner of her own organizational development consulting business.

From their first day on the job, they were amazed by the enthusiasm and dedication of the students and knew they wanted to give more to them. They chose to accomplish this through Methodist Hospital Foundation. "We were impressed by the unity of purpose, clarity of vision and the passion of Methodist Hospital Foundation," says Dennis. "Although we made annual pledges through the Caring Campaign we wanted a way to get even more involved."

The perfect opportunity came when Methodist Hospital Foundation offered a chance for Methodist employees to purchase life insurance policies by making monthly payments through payroll deductions. Dennis and Susan seized this opportunity. They each listed Methodist Hospital Foundation as a beneficiary on their life insurance policy, and within five years they had a paid-up policy and a significant gift to the Foundation. "Life insurance allowed us to give a larger gift than our estates alone would allow us to give. It is a great way to maximize the size of your gift to Nebraska Methodist College, Methodist Estabrook Cancer Center, Methodist Women's Hospital or anything you have a passion about," says Dennis.

Not surprisingly, Dennis and Susan designated their gifts to the college. "The beginning of the scholarship program at the College was a remarkable moment, and being able to touch so many lives by contributing to this program is deeply touching," says Susan.

Dennis couldn't agree more: "I wanted to make a life-changing impact on the recipients, and it is really gratifying to know my gift is going to help support future health care professionals. It is an investment for the future of health care."

Dennis and Susan continue to give to the Foundation and want to stress that every gift, no matter what the size, is important and is essential to the success and well-being of the Foundation to carry out its mission. "Everyone can find reasons not to give, but there are remarkably important reasons to give," continues Susan. "I feel what you put into the world comes back to you. In health care you can make a clearer connection because all of our lives will be touched at some point by the need of health care."

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Methodist Hospital Foundation 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 to Methodist Hospital Foundation, a nonprofit corporation currently located at 8401 West Dodge Road, Suite 225, Omaha, NE 68114-3447 , or its successor thereto, ______________* [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 Methodist Hospital Foundation 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 Methodist Hospital Foundation 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 Methodist Hospital Foundation 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 Methodist Hospital Foundation where you agree to make a gift to Methodist Hospital Foundation 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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