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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

Charitable gift annuities offer a stable alternative to the fluctuations of the market.

Current stresses in the market have reduced interest rates on bonds and savings instruments to lows not seen in many years. The charitable gift annuity offers fixed lifetime payments to up to two beneficiaries at rates higher than those of most bonds and CDs.

While our gift annuity is not meant to be competitive with a commercial annuity, it does share the feature of paying part of the donor's contribution back as a tax-free return of principal. With careful investment management, you can make a significant gift while securing hard-to-find payments and tax benefits.

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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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