A planned gift to Mercy Housing in your estate or long-term financial plans ensures families, seniors and individuals with special needs will have access to affordable, program-enriched housing for many years to come.
Simple Ways to Leave a Lasting Legacy
There are many ways to make a planned gift that will allow you to make a significant contribution toward Mercy Housing’s mission and still provide for your own financial security during your lifetime:
- A gift in your will or trust
- Naming Mercy Housing as a beneficiary of an insurance policy or individual retirement account
- Establishing a life-income gift such as a charitable gift annuity
If you have already provided for Mercy Housing in your estate plans, please allow us the opportunity to thank you by informing us of your commitment.
Sample Bequest Language
If you wish to name Mercy Housing in your estate plan, please feel free to use the language below:
I give to Mercy Housing, Inc. currently located at 1600 Broadway, Suite 2000, Denver CO 80202 (insert specific dollar amount or percentage) in support of its full mission. Federal tax identification number: 47-0646706
Naming Mercy Housing as a beneficiary to receive assets from your retirement plans (i.e. IRA, pension, 401(k)) or life insurance policies is an easy way to give and support families in need and give new hope to the homeless after your lifetime.
Simply contact your bank, insurance company or retirement account holder and request a beneficiary designation form. And remember, you aren’t locked into the choices you make today; you can adjust beneficiary designations at any time.
IRA Charitable Rollover
You may be able to make a distribution from your traditional or Roth Individual Retirement Account (IRA) to Mercy Housing and take advantage of tax savings. It is an easy and efficient way to support the causes that matter to you most.
Here’s how the IRA Charitable Rollover works:
- You must be 70½ or older at the time of distribution.
- Your gift counts toward your required minimum distribution but is not included in your income for income tax purposes.
- Even if you do not itemize your deductions, you benefit by removing your distribution from your taxable income.
- Your IRA administrator must make the distribution directly to the charity, or you may write a check payable to the charity from your IRA checkbook.
*Please consult your financial advisor to discuss your specific situation.
Making Your Gift
To ensure that your gift is properly processed and that you are listed as the donor of record, please have all checks directed to the address below. Also, please contact us at 303-830-3471 or email@example.com to let us know to expect your gift.
Mercy Housing, Inc.
1600 Broadway, Suite 2000
Denver, CO 80202
If you have any questions, please contact Debi Colias, National Director of Major Gifts at 303-830-3471 or email firstname.lastname@example.org. Before proceeding, you should also consult with your tax advisor to discuss your particular situation including the possible impact of your state’s tax laws.
Planned Giving Information Form
Please fill out the form below so we are best able to help you in your planning: