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 unitrust benefitting Mercy Foundation. Unitrusts offer you more planning options than any other life-income gift. It can:

  • Grow tax-free until you choose when payments begin, such as retirement or the sale of a trust asset
  • Make payments to more than one beneficiary;
  • May payments for a term of years instead of lifetime -- to help grandchildren with tuition costs, for instance;
  • Hold a temporarily illiquid asset, such as closely-held stock or commercial real estate; and
  • Enable you to choose the trustees of your unitrust.

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