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Ways to Give | Needs | Gift Opportunities | Board of Directors | Staff | Gala | Ways to GiveCash Most gifts are in the form of cash and pledges over a period of years. Securities and Other Assets Stocks, bonds, real estate, artwork and other real property can be appropriate gifts. Bequest Money or property left by will to the Foundation as a specific amount or as a percentage of estate assets. Charitable Gift Annuity Money or property irrevocably transferred to the Foundation in exchange for an annual payment for life of a fixed-dollar amount to one or more persons. Charitable Remainder Trust A gift agreement where an annual payment to the donor is fixed, known as an annuity trust, or where the payment is a percentage of the trust assets, known as a unitrust. At the end of a term of years or life, the principal goes to the Foundation. Charitable Lead Trust A principal amount given to the Foundation and only the earnings are used for a period of up to ten years. The principal then is returned to the donor. Farm or Residence with Life Estate A farm or residence given, and the donor continues living on the property and uses it for life. Life Insurance A paid-up whole-life policy given to the Foundation designated as a partial or sole beneficiary. The donor realizes tax benefits when the Foundation is the owner and beneficiary of the policy. Revocable Trust An agreement that may be recalled by the donor during life but becomes irrevocable at the time of death. For more information contact: Mercy Foundation |
