Planned gifts can help you increase cash flow, earn valuable income-tax deductions, and reduce or eliminate estate taxes while also supporting the less fortunate in the community.
Donors who include the Foundation in their charitable estate giving are recognized with membership in the Mercy Legacy Society. Members are invited to exclusive Foundation events, planned giving education sessions, tours and more.
Information for your Lawyer
3400 Data Drive, Rancho Cordova, CA 95670
Tax ID#: 23-7072762
Common Planned Giving Methods: Goals and Benefits
A simple chart where, at a glance, you can see a summary of common planned giving methods, their benefits and how they might align with your charitable and financial goals.
Sample Bequest Language
Please ask your lawyer to use the Foundation's suggested language for wills and living trusts.
Please let us know!
If you have included Mercy Foundation in your estate plan, please let us know. We want to acknowledge and thank you!
For more information about making a planned gift or to schedule a free, no-obligation consultation, please e-mail or call Kevin Duggan, vice president of philanthropy, at (916) 851-2703. He is also available to provide guidance to your financial professionals for your estate planning.