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Leave a Mercy Legacy

You can create a legacy by making a planned gift to Mercy Foundation to support a Sisters of Mercy ministry or program most important to you. A planned gift offers you the opportunity to secure income for you and your family, benefit from current tax incentives and help Mercy Foundation provide health care, education, affordable housing and other vital services for the poor and elderly well into the future.

Explore gift planning by starting with Gifts Anyone Can Make and by taking advantage of tools such as the Legacy Planner™, personal calculators and the Will Planning Wizard to help you achieve your philanthropic and financial goals.

For more information or to request a free, no-obligation personal gift illustration, please complete the request information form or contact Kevin Duggan at (916) 851-2703. Your information is strictly confidential.

Tip of the Day

If you want flexibility and effectiveness in your giving, consider a charitable remainder trust (a CRT) benefitting Mercy Foundation. Choose from two types of CRTs:

A unitrust makes payments to you and/or other beneficiaries a fixed percentage of value of the trust principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested.

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Alternately, an annuity trust pays you and your beneficiaries a fixed income. Read more…

Meet Our Donors

Meet donors who create a legacy by including Mercy Foundation in their estate plans.

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Educational Seminars

Attend free seminars to learn gift strategies that help you and Mercy Foundation.

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Professional Advisors

Helping advisors achieve client philanthropic goals.

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