You can make a lasting impact on the future of health care in our community by including Mercy Foundation in your will or trust (known as a bequest). You will be joining a group of forward thinking individuals dedicated to the mission of Mercy Foundation. Here are some ways to become a part of this important effort.
Name Mercy Foundation in Your Will or Living Trust
• It’s uncomplicated. A simple change to your will or trust by your attorney is all that’s needed to make a lasting gift to Mercy.
• It’s flexible. You keep control of your assets and make a future gift while preserving what you need for your life. If life circumstances change, you can revise your will or trust.
• It supports what’s most important to you. Your gift can designate a specific area or program, or allow Mercy Foundation to use your gift for the greatest need.
Consider this Sample Language
I give to Mercy Foundation, Inc., an Oregon not-for-profit, 501(c)(3) tax-exempt corporation having a principal place of business on2700 NW Stewart Parkway, Roseburg, Oregon 97471, tax identification number 93-6088946, the sum of dollars ($ ) or ( % of my property) or (specific property), to be used for the general purposes of Mercy Foundation, Inc. (or a specific purpose)
Types of Bequests
• Specific Bequest is a specific dollar amount, or a specific piece of property. This is one of the most popular forms of bequests.
• Residuary Bequest - all or a stated percentage of an estate after distribution of specific bequests and payment of debts, taxes and expenses.
• Contingent Bequest - all or part of the estate under certain specified circumstances, such as the passing of a spouse.
Please consult with us prior to establishing your restrictions to ensure that Mercy Foundation is able to carry out your wishes.
Call 541.677.4818 • email info@mercygiving.org
Learn more and download our estate planning guide
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