Planned Giving

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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About Bequests

You may be looking for a way to make a significant gift to help further Mercy's mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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Beneficiary Designation

A beneficiary designation gift is a simple and affordable way to make a gift to help touch more lives, save more lives and improve more lives. You can designate Mercy Health Foundation as a beneficiary of a retirement, investment or bank account or your life insurance policy.

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Let us help you with your gift plans

Together, we can touch more lives. Save more lives. And improve more lives.


Mercy Health Foundation and its affiliates do not provide tax, accounting, or legal advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, accounting, or legal advice. Please consult your own tax, accounting, and legal advisors before taking any action that would have tax consequences.

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.