There are a wide variety of vehicles you can use to make a planned gift to Mercyhurst University:
Cash: Maximize your charitable deduction and deliver immediate benefits to Mercyhurst University. More.
Appreciated Stock or Securities: Avoid capital gains tax by gifting your appreciated stock or other securities. More.
Retirement Plan Assets: Make Mercyhurst a full or partial beneficiary of your retirement plan assets which may be taxed twice if left to an heir. More.
Real Estate: You can make an outright gift of your real estate or retain the right to live in your home for your lifetime. More.
Life Insurance: If no longer needed, making Mercyhurst the beneficiary of your life insurance is one option. Another is to make Mercyhurst the owner and beneficiary of a policy. More.
Business Interests: Assets belonging to a business such as inventory, equipment, ownership shares or intellectual property rights can be used for gifts to Mercyhurst. If you’re interested in exploring a gift of this type, please contact us.
Tangible Personal Property: Many items of personal property make suitable charitable gifts. The available tax deduction will depend upon whether or not the property will be used in a way related to its tax exempt purpose. If you’re interested in exploring a gift of this type, please contact us.