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Planned giving with the Mercy & Unity Hospitals Foundation

What is a Planned Gift?

There are several types of planned gifts that an individual can make for the benefit of Mercy and Unity Hospitals through the Foundation, the philanthropic arm of the Hospitals. Bequests represent the majority of all planned gifts to the Foundation are easily included in your will or living trust.

Meet with your personal financial advisor or attorney to explore planned giving options.

Certain kinds of planned gifts can provide donors with sizable income over a period of many years. Others can help donors (or their heirs) avoid or minimize capital gains, estate and other taxes. For example, charitable gift annuities and charitable trusts are planned gifts that provide income for life for the donor and/or another beneficiary with the eventual distribution to the Foundation. They also provide immediate income, estate and gift tax deductions. Your remainder gift can even be designated to a specific hospital service or program.

If you are contemplating a tax-wise planned gift to the Foundation, benefiting either Mercy or Unity Hospital or considering changes to your will and including a bequest to us, we would be delighted to answer any questions or help in any way.

For more information, on what gift would meet both your needs and the needs of the Hospitals, contact your personal financial advisor or Doug Hutchings, Foundation president at 763-236-3965.

Planned gift options for review

• Bequests
• Charitable trusts
• Annuities
• Securities
• Life insurance
• Real estate
• Retirement plans and IRAs
   

Mercy & Unity Hospitals Foundation
7590 Lyric Lane NE
Mail Route 53213
Fridley, MN 55432
763-236-8199
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