Professional Advisory
Council

The Foundation can facilitate gifts of stock, real estate and other non-cash gifts. Planned gifts, such as simple bequests and charitable trusts, are also the choice of many donors.  You can choose from the options below:

Gift Options How to Make the Gift Your Benefits
Outright Gift of Cash You can make a quick and easy gift by simply writing a check or making a cash donation now You receive an immediate tax deduction
Outright Gift of Cash Securities You can contribute long-term appreciated stock or other securities You receive an immediate charitable deduction and avoids capital gains tax
Bequest You can defer a gift until after your lifetime Name Mercy Foundation in your will, but let us know, so we can acknowledge you
Gift of Life Insurance You can contribute a paid up life insurance you no longer need and name Mercy Foundation as your beneficiary You receive an immediate income tax reduction for the cash value.
Gifts of Real Estate You can avoid the capital gains tax on the sale of a home or other real estate You receive immediate income tax deduction
Charitable Remainder Unitrust You can receive an income for life by setting up a trust that pays a fixed percentage of trust's assets as revalued annually You can get an immediate tax deduction for the remainder value
Charitable Remainder Annuity Trust You can create a trust that pays you a set income annually You can get an immediate tax deduction for the remainder value
Charitable Lead Trust Income to charity for a period of time, remainder to you or your family You receive a tax deduction for the payments to charity and your family keeps the property, often with reduced gift taxes

Ask your accountant or attorney how you can benefit Mercy and yourself as well, or call our offices at (305)285-2711.

 
 
Mercy Foundation
3663 S. Miami Avenue • Miami, FL 33133
(305) 285-2711 • info@mercyfoundationmiami.org
Mercy Hospital www.mercymiami.org