A Gift to Mercy Circle
A practical way to make a planned gift to Mercy Circle is to include Mercy Circle in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include Mercy Circle in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, Mercy Circle will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to Mercy Circle will remain completely confidential unless you authorize Mercy Circle to publicize your gift. Mercy Circle understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
I have made revocable gift commitments for Mercy Circle as follows (check all that apply):
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
Recognition (Select one.):
I/we accept membership into the Yesterday, Today, Tomorrow Society (recognition society for donors who have included Mercy Circle in their estate plan). Please publish my/our name(s) among your lists of Yesterday, Today, Tomorrow Society members.
Please clearly print the text as it should appear: _____________________________________________
Please do not list my/our name(s) publicly.
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
Contact information—representative of my estate:
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Name
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Telephone
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Role
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Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, Mercy Circle will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.