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Assets for Giving

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.

 

Last updated on December 12, 2013

Mercyhurst Alumni is on Facebook Follow Mercyhurst Alumni on Twitter Connect with other alumni on LinkedIn The Official Mercyhurst Alumni YouTube Channel