Ways to Make A Gift

Donor-Advised Fund Gifts

Many Mercy parents, alumnae, parents of alumnae, and friends have recommended grants through their Donor-Advised Funds (DAF) to support the school's fundraising initiatives. 

Mercy High School Burlingame’s tax I.D. number is 94-1230999.

For more information, please Mary Lund, Director of Advancement at mlund@mercyhsb.com or 650.762.1191.

Thank you for your generosity in considering a gift of stock. When you donate stock, you avoid capital gains tax on your stock investment. The following are helpful tips for making your contribution of gifts of Securities to Mercy High School Burlingame (MHSB):

Stock Transfer Transmittal Information

1. MHSB utilizes Direct Transmittal between brokerage accounts.
2. Please notify MHSB of your intention to transfer a gift of stock, by calling Mary Lund at 650.762.1191 or emailing mlund@mercyhsb.com.
3. For DTC eligible securities, please instruct your broker in writing to transfer securities to:
   
   Charles Schwab
   DTC# 0164
   Account # 6233-2378
   Mercy High School Burlingame
4.  
5. Please also email a copy of your letter to MHSB to Mary Lund  so we can properly identify and credit the donor when the stock transfer takes place (click here to see a sample DTC letter) . Please include the names and number of stock being transferred.  
6. An acknowledgement letter will be mailed to you from Mercy High School, Burlingame, 2750 Adeline Drive, Burlingame CA 94010

Your support directly benefits our students who will be the leaders of tomorrow.

Thanks again for your generosity,

Mary Lund
Director of Advancement
650.762.1190 or mlund@mercyhsb.com

Transfer Information

Routing Transfer Number	121042882
Bank Name:	Wells Fargo Bank
Type of Account:	Checking
Account Number:	7781658419
Beneficiary Account Name:	Mercy High School, Burlingame

 

What is a qualified charitable distribution?

A qualified charitable distribution (QCD) is a distribution of funds from your IRA (other than a SEP or SIMPLE IRA) directly to a qualified charitable organization, such as the Mercy High School, Burlingame. Because the gift goes directly to the charity without passing through your hands, the dollar amount of the gift may be excluded from your taxable income up to a maximum of $100,000 annually, with some exceptions.  Please consult your tax advisor for information regarding your specific exceptions.

To learn more about QCDs, please visit IRS.gov »

Who can make a qualified charitable distribution?

QCDs can be made by IRA owners who are age 70 1/2 or older. QCDs made prior to the age you are required to take a minimum distribution from your retirement assets (pre-Required Minimum Distribution QCDs) will not reduce or otherwise impact future Required Minimum Distribution.  Your tax advisor can provide additional information on your particular situation.

Many individuals who are required to take money from their IRA but do not need it for living expenses have chosen to make QCDs from their IRAs to support the work of Mercy High School. This may make sense for you too!

To learn more about eligibility, please visit IRS.gov »

 

How do I make a qualified charitable distribution to Mercy High School, Burlingame?

Your QCD must be made directly from your IRA custodian to Mercy High School on your behalf. Many retirement plan administrators require you to use their distribution forms and comply with other requirements, so follow your financial institution’s forms and procedures to ensure you receive any potential tax benefits associated with this gift.

To initiate a qualified charitable distribution from your IRA to Mercy High School,  your IRA trustee will need the following information:

 

Legal name: Mercy High School, Burlingame

 Taxpayer ID: 94-1230999

 Permanent address: 2750 Adeline Drive, Burlingame CA 94010

 

Many companies offer matching gift benefits to their employees, doubling the value of their charitable contributions. These donations make a critical difference for Mercy.

Before you make your gift to Mercy, please click and check in the matching gift company search — or check with your company's human resources or benefits office—to see if your employer has a corporate matching gift program that will make your support go twice as far.

Give back to Mercy every time you shop!

We work with retailers to seamlessly benefit Mercy each time you shop in-store or online at no additional cost to you! Check out the many options to find the best method for you to give back to Mercy. 

Shop for Mercy

There are many occasions when you want to remember someone special in your life: funerals, illnesses, birthdays, anniversaries, graduations and other special moments. The Mercy Mass Program gives you the opportunity to let friends and relatives know that they are in your prayers. It also gives the Mercy High School community the chance to join with you in praying for your special intentions.

Remembrance in a Mercy Mass is a perfect way to show your love for those people who have played a special role in your life.

When contributions are made, the name of the person to be remembered or honored is enrolled in our Mass book which is placed on the altar at our student body Masses during the year. If you would like an acknowledgement card sent, please be sure to include the name and address of whom you would like to receive the card. There is no specific contribution amount requested for participation.

You may make an online of any amount, to the Mercy Mass Program, or mail your gift, along with the name of the person to be honored or remembered as well as the name and address of anyone you would like to receive.

We will keep you in our prayers and ask that you also pray for the Mercy community. God bless you.

Please contact the Advancement at 650.762.1190 if you have any questions.

Mercy has been shaping the lives of young women since 1931.  Your support of Mercy ensures the ongoing investment in the women leaders of tomorrow through outstanding academic and extracurricular programs, updating our facilities and continuing to attract a superb caliber of faculty and staff. 

10% of all cryptocurrency donations will be put towards the The Mercy High School Endowment Fund to ensure the gift of education is around for many generations to come.  If a gift is designated to a specific fund, then the 10% would not apply.

Bitcoin and other crypto currency donations are one of the most tax efficient ways to support Mercy High School as you won’t owe capital gains tax on the appreciated amount & can deduct it on your taxes.

Click here to make a donation of Cryptocurrency