Planned Giving
Many Mercy donors choose to give from their immediate assets such as cash and check (or via credit card). In addition to this type of giving, there are a number of creative ways to provide long-term financial support, such as with a planned gift.
- Stocks – Gifts of stock enable donors to avoid capital gains on the appreciation in market value of the shares.
- Bequests – Simple bequests may be made through a donor’s will and can specify any dollar amount, percentage, or portion of the estate to Mercy.
- Charitable Gift Annuity – A charitable gift annuity is when a donor transfers property (cash, securities, real estate) to Mercy in exchange for a fixed dollar payment during the donor’s lifetime.
- Charitable Gift from an IRA – Individuals over 70½ may designate direct contributions from an IRA to Mercy.
- Charitable Remainder Trust – A charitable remainder trust pays income to the donor or beneficiary for a period of time, after which the property in the trust passes to Mercy.
- Charitable Lead Trusts – A charitable lead (income) trust is established when a donor transfers property to a trust, which generally pays income interest to Mercy.
- Life Insurance – A gift of life insurance allows a donor to pass on part of his or her estate with minimum cost, maximum benefit, and often an estate tax advantage.
- Real Estate – Gifts of real estate include a principal residence, vacation home, farm, commercial property, or land.
Mercy’s Advancement team is committed to working with donors to find the easiest and most financially beneficial way to give. If you would like more information about making a gift of securities to Mercy, or for transfer instructions, contact Stephanie Buchbinder at 585-288-7120 x376 or sbuchbinder@mercyhs.com.