Planned Giving

Sometimes called legacy giving, planned gifts are a way for philanthropic individuals to make larger gifts to charitable organizations than they could make from their ordinary income.

Some planned gifts provide life-long income to donor.  Other gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate.   In summary, 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.   These include gifts of equity, life insurance, real estate, personal property, or cash.

Please click each topic below for more information:

  1.  Bequest
  2.  Gifts of Securities
  3.  Retirement Assets QCD's (Qualified Charitable Distributions)
    1. Qualified Charitable Distribution Instructions
    2. Qualified Charitable Distribution Form
  4.  Retirement Plan Beneficiary Designation
  5.  Life Insurance Policy
  6.  Living Trusts
  7.  Life Income Gift (Charitable Gift Annuities, Charitable Remainder Trusts)
  8.  Charitable Lead Trusts
  9.  Gifts of Real Estate


Heritage Society

The Mount Mercy Academy Heritage Society was created in June of 2001 to recognize donors who have made a bequest or other planned gift, as noted above, to the Academy in their estate plans.

Heritage Society members recognize the need to fortify Mount Mercy by proactively planning to provide gifts that will sustain and support the mission of the institution far into the future.

Becoming a member of the Heritage Society is easy.   In fact, you may have already qualified for membership if you have named Mount Mercy Academy in your estate plans or will.   It helps for us to know your plans ahead of time so that we can thank you now, rather than thank your heirs or executor, and express the importance of your gift to the future of MMA.

When you inform us of your bequest or intentions, we respect your wishes for either recognition or anonymity. As good stewards, any details of your gift that you disclose are held in the strictest confidence.   In addition, if the gift is for a scholarship, it can be an enduring and lasting honor made in your memory or that of a loved one.

A careful review of your assets will identify the best way to make a gift, whether the gift is of a specific asset, such as real estate or stock; or a percentage of your total estate.   Donors often find a gift made through the Heritage Society enables them to use assets that may otherwise be lost to estate, income, or capital gains taxation.   In this way, your legacy is a lasting memorial to your values and interests.

For more information about the Mount Mercy Academy Heritage Society, contact the Institutional Advancement Office at (716) 825-8796, ext. 324 or by email.

Communicating Your Intentions

If you have provided for Mount Mercy Academy in your estate plans but have not previously notified the school of your intentions, please contact the Office of Institutional Advancement at 716-825-8796, ext 324 or institutionaladvancement@mtmercy.org.   Sharing your plans with us allows us to express our gratitude to you during your lifetime, ensures that your wishes will be met, and also assists the school’s long-term planning efforts.

Note: The information on Mount Mercy’s pages on planned giving vehicles is intended to provide general information that we hope will be helpful in your tax, estate, and charitable planning.   It is not intended as legal advice and should not be relied upon as legal advice.   For advice or assistance with your particular situation, you should consult an attorney or other professional adviser.

"Mount Mercy has taught me some of the most important things in my life and I am so grateful for that. I know that incorporating the principles of a woman of Mercy has made me the best version of myself. I can only hope that in the future, I will continue to grow and teach others the valuable lessons that I was taught at Mount Mercy. While I have learned so many things here, the greatest thing by far that I have learned is that DNA does not always make a family, love makes a family and that is exactly what I have gained here, a second family."

Mariah Rullan

Class of 2019

College Acceptances

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