Leave a Mercy Foundation Legacy

You can create a legacy by making a planned gift to the Mercy  Foundation to support a 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 the Mercy  Foundation provide health care, education and other vital services for all who walk through our doors well into the future.

Explore gift planning by starting with Gifts Anyone Can Make and by taking advantage of tools such as the 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 the Mercy Foundation at (209) 564-4200. Your information is strictly confidential.

Tip of the Day

You're never too young to plan before you give. Consider these giving methods that fit your circumstances now and maximize your philanthropy:

  • Include the Mercy Foundation as the beneficiary of a contingent bequest, which provides a gift to the Foundation if the originally designated beneficiary cannot accept it.
  • Fund a life insurance policy from your annual income rather than a transfer of capital. It builds a substantial gift that will strengthen our endowment.
  • Alternately, you may be carrying a paid-up insurance policy whose coverage your family no longer needs. A gift of the policy will provide us immediate benefits and generate an immediate tax deduction for you.
  • Create a deferred gift annuity and receive a significant tax deduction now and lifetime payments when you need them most -- after you retire. You can create a deferred annuity each year during high-earnings years from dollars you've already earmarked for retirement saving, and schedule a combined payment from the annuities starting at a date you specify.

Compare gift plans to learn more