Retained Life Estate
Gift Example

The example below is based on a factor that changes monthly. Request for a personal gift illustration based on the latest rates.

You have always loved your home and have no plans to move from it. It has appreciated significantly since you bought it for $50,000, and today it is the largest asset in your estate. You are considering a gift to the Mercy Foundation in memory of your sister but cannot locate an asset that you can part with comfortably.

You decide to donate your house to us, retaining the right to live there for yourself and your spouse for the rest of your lives. You have secured an independent appraisal stating that your house is worth $250,000. The mortgage has been paid off. Here are the benefits of this gift:

For assistance with this gift plan, please complete the request information form or contact the Mercy Foundation at (209) 564-4200 or e-mail to MercyFoundationMerced@DignityHealth.org.

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