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Planned Giving - Catherine's Legacy

Make Mercy Part of Your Legacy with Planned Giving.

A bequest is a gift from your estate—a transfer of cash, securities, or other property—made through your estate plans. A bequest costs nothing now and enables you to contribute to Mercy's excellence far into the future.

You can make a bequest to Mercy by including language in your will or living trust leaving a portion of your estate to the school or by designating Mercy as a beneficiary of your retirement account or life insurance policy.

Remembering Mercy with a bequest from your estate will help sustain and strengthen the school in years to come. Some of the advantages of creating a bequest include:

  • A bequest costs nothing now, yet gives you the satisfaction of knowing you have provided for Mercy in the future

  • You retain control of and use of your assets during your lifetime

  • You may modify your bequest if your circumstances change

  • Gifts to Mercy from your estate are exempt from federal estate taxes

  • If you let Mercy know of your plans, we will be able to thank you now and recognize you as a member of Catherine's Legacy Society.

Gifting Mercy through Planned Giving is a wonderful way to fulfill your philanthropic wishes and honor a lifetime of generosity. There are so many ways to give and leave a legacy.  We are here to help!  

Contact Mary Lund or call 650.762.1191.

Already included a gift to Mercy in your will or estate plan?  Click here to let us know.

There are many options for Planned Giving!

Next Steps

  1. Contact Mary Lund at 650-762-1190 or for additional information on bequests or to chat more about the different options for including Mercy in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Mercy in your plans, please use our legal name and federal tax ID.

Legal Name: Mercy High School, Burlingame
Address: Burlingame, CA
Federal Tax ID Number: #94-1230999

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.


Mary Lund
Advancement Director 

What is Planned Giving?

Planned giving is the process of donating planned gifts, commonly granted through wills or trusts. A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.

Why Make a Planned Gift?

Planning your legacy can help you meet your financial and philanthropic goals. There are a variety of ways to structure a gift that can satisfy both your financial and philanthropic goals while providing you and your family with financial benefits. Some benefits of planned giving include income tax relief, reduced estate taxes, and capital gains tax savings. It is important to satisfy your wishes and keep in mind the potential tax and financial benefits.

Why Support Mercy?

When you support Mercy High School, you are investing in the next generation of Mercy graduates—women of faith, women in pursuit of academic excellence, women of influence, women of compassionate service, and proactive global citizens.