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
Discover the benefits of giving wisely. Many types of charitable gifts can benefit the Mercy Health Foundation Greater Lima AND you and your loved ones. With thoughtful planning, you create a win-win solution for you and Mercy Health St. Rita's Medical Center, ensuring quality health care for your own community.
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 to make a greater impact.
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.
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.
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