Planned Gifts
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Each year, it is the generous spirit of our friends who help make our work possible. Helping ensure support for the Sisters’ work in the future, alternate methods of giving have become very popular. Legacy Gifts are deferred or planned estate giving, including bequests, life-income plans and other options for your estate that can benefit the works of Mercy at some point in the future while offering Immediate benefits to you. While you can increase your income, earn valuable income tax-deductions and reduce your estate taxes, these examples of planned estate giving options can help improve thousands of lives for generations to come.
Wills and Bequests
Including a charitable bequest in your will is an effective way to make a lasting gift to your community and becomes your personal legacy of giving. Most estates have three categories of beneficiaries: heirs, charitable organizations and the government. We encourage you to maximize your gifts to the first two and limit the third. This can be accomplished through careful estate planning.
Charitable Gift Annuities
You can work directly with Mercy Foundation to establish a charitable gift annuity, a popular way of giving that combines the benefit of an investment and a gift, and provides life income to the donor (and another recipient if desired - the annuitants).
Charitable Remainder Trusts
You can plan for the future for you and your community. A charitable remainder trust allows you to invest significant assets and receive income for the rest of your life, knowing that whatever remains will benefit your community.
Mercy Foundation understands that your philanthropic giving must blend with your financial needs and tax planning. We encourage you to consult with your attorneys and other advisors concerning the details of your Legacy Gift.
For more information about Legacy Gifts 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.
