How to Include the Sisters of Mercy in Your Gift Planning
Mercy Legacy Society
Individuals who include the Sisters of Mercy in their planned giving are recognized as a member of the Mercy Legacy Society. Read about the benefits and how you can become a member of the Mercy Legacy Society.
Mercy Legacy Society Brochure
Planned Gifts
Bequests
Perhaps one of the most common ways to include the Sisters of Mercy in your planned giving plans is to remember the Sisters in your will or estate. View how you can make a difference in the lives that follow in the Leave a Legacy of Mercy brochure.
Leave a Legacy of Mercy Brochure
Securities/Stocks
Gifts of securities and stock can benefit both Sisters of Mercy and the donor. Stock that is owned for over a year can be deducted by the fair market value of the stock as a charitable contribution and can bypass capital gains taxes.
Retirement Plan Gifts, Life Insurance Policy
Include the Sisters of Mercy as a contingent or beneficiary in your retirement plan or life insurance policy.
Real Estate Property
Leave your home, farm or vacation home to the Sisters of Mercy when you pass away or deed your property to them and continue to live in the property.
Charitable Gift Annuity
A sizeable gift to the Sisters of Mercy can result in a charitable deduction for a portion of the transfer and income for the donor for a fixed period of time or for the rest of the donor’s life based upon the donor’s age.
Charitable Remainder Trust
Transfer assets to the Sisters of Mercy and receive a charitable deduction for a portion of the transfer. The donor can also receive an income for a fixed period of time or for the rest of their life.
Consult with your financial planner for choosing the best gift plan for you or for more information on making a gift to the Sisters of Mercy contact:
Melissa L. Pence
Development Office
Sisters of Mercy West Midwest Community
1125 Prairie Drive NE
Cedar Rapids , IA 52402-4737
(319) 364-5196
shcdevcomm@mercycr.org
