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Planned Giving

Understanding Planned Giving

 

Planning a gift to Mercyhurst in advance gives you the opportunity to address financial concerns while creating a legacy that may extend your generosity into the future. Some options do not require making a gift during your lifetime while other options may provide you with an income for your lifetime. You can also designate how Mercyhurst uses your gift from supporting the annual fund, creating your own endowed fund named after you or a beloved professor or funding a Mercyhurst special project.

What type of gift is best for you?

 

BUTTON - Gift by WillBUTTON - Pays You Income

 

 

BUTTON - RETIREMENT ASSETSBUTTON - Real Estate

 

 

BUTTON - Life InsuranceBUTTON - Personal Property

 

 

 

 

 

Each of these types of gifts entitle you to membership in the O’Neil Society, the legacy recognition society created in 1990 as a tribute to James and Orva O’Neil as the first friends to provide for Mercyhurst through planned gifts.

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Planned gifts may also be eligible for inclusion in the engage.enrich.envision. campaign. The funds from the campaign will go toward investing in academic buildings and laboratories, endowed scholarships and endowed faculty chairs.

Already made a planned gift? Please fill out the Estate Intention Form and return it to Ryan J. Palm ’07, associate vice president for advancement, Mercyhurst University 501 East 38th Street Erie, PA 16546.

Questions about a planned gift? Please contact Ryan J. Palm ’07 at the address above or by email at rpalm@mercyhurst.edu or phone 814-824-3320.

The discussion herein is general in nature and may not apply to all individuals. Mercyhurst does not provide legal, financial or tax advice. Prospective donors are encouraged to consult their personal legal, financial and tax advisors concerning the specific consequences of making gifts to Mercyhurst University. We would be pleased to confidentially discuss ways in which you may support Mercyhurst.

 

Last updated on May 2, 2014

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