Catherine's Legacy Society - Planned Giving
Whether you are an alumna, a parent, or a friend, we all benefit from those who share our Mercy values. Through planned giving you are leaving a legacy to ensure the gifts of a Mercy education will benefit the lives of young women now and in the future. There are numerous Planned Giving options by which donors may leave a legacy of support that will have a positive impact on generations of students to come.
Gifting Mercy through Planned Giving is a wonderful way to fulfill your philanthropic wishes and honor a lifetime of generosity.
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.
- Contact Mary Lund at 650-762-1190 or email@example.com for additional information on bequests or to chat more about the different options for including Mercy in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- 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.