How Do You
Want To Be Remembered?

With proper planning today, you can leave a legacy of good health for
years to come.

Gift Planning Blog:

Charitable Gift Annuity rates raised January 1, 2024

Limited opportunity for larger payout before rates drop again

Gift Planning

Discover the benefits of giving wisely. Many types of charitable gifts can benefit the Mercy Health Foundation Irvine AND you and your loved ones. With thoughtful planning, you create a win-win solution for you and Mercy Health, ensuring quality health care where you live.

Gifts like cash and stocks make an immediate impact and we depend on these gifts, large and small, to care for patients and communities. Sometimes, the right gift for you may be a different type of donation. One that takes a little extra thought and planning, making a greater impact.

Browse Gift
Planning Options

Find more information about a variety of giving options that may be right for your goals.

Leaving a Legacy

A gift from your estate to Mercy Health Foundation Irvine in your will, trust or beneficiary designation is an easy way to make a transformational gift that will leave a lasting impact on your community.

Gifts That Pay You
an Income

Certain types of gifts can pay you income and provide tax benefits now, while allowing you to support services at Mercy Health. 

Do your estate and financial plans accomplish your charitable goals?

If you're not sure, we're here to help!

As you review your plans with your professional advisors, we can help you determine if your plans accomplish your current charitable giving goals and maximize financial and tax benefits. Let's start a conversation today.

Our team members are happy to assist you!

Brad Blandin
Vice President of Charitable Estate & Gift Planning

✉ [email protected]
📞 (419) 251-1803

Play Video

A Beneficiary Designation is a simple way to leave an asset to the Foundation

Watch this short 7-minute video to learn how you can easily name the Foundation to receive a specific asset upon your passing. It's as easy as completing a form to ensure the Foundation receives all or part of an asset like your retirement account, bank account or life insurance policy.

Donor Spotlight

Funding a Charitable Gift Annuity, or CGA, helps Tara and Billy Miller support Bon Secours Mercy Health Foundation, avoid capital gains taxes and increase retirement income.

Meet Tara & Billy

And consider whether a CGA could be right for you