Bequests

Gifts by Bequest
Bequests, both large and small, are an important source of funding for MercyFirst. Making a bequest is easy and rewarding. The generosity and vision of supporters who remembered MercyFirst in their wills have enabled us to continue and expand our services and programs.

In addition to providing for our continued work, a bequest to MercyFirst may offer you significant tax advantages:

	Charitable bequests are 100% deductible for estate tax purposes, and may place your estate in a lower estate tax bracket.
	Bequests of certain assets, such as qualified IRA, may have additional favorable tax consequences for your estate. When you notify MercyFirst of your bequest intention you're entitled to membership in The Legacy Society.

How to Make a Bequest
There are three common ways to make a bequest to MercyFirst in your will. Please discuss with your attorney which bequest best suits your own intentions.

1. Percentage Bequests
A bequest of a specific percentage of your estate to MercyFirst allows you to establish a definite relationship between your charitable and non-charitable beneficiaries. If the assets in your estate fluctuate over time, your bequest adjusts proportionately.

2. Specific Bequests
Stating a dollar amount to be given to MercyFirst offers certainty as to the amount that will ultimately be used for our programs. This type of provision works well if you update your will regularly and are certain that adequate funds exist to satisfy all your intentions.

3. Residuary Bequests
Naming MercyFirst as residuary beneficiary of your estate enables you to provide for your family and loved ones first. Whatever specific bequests you make in your will are honored before any remainder in your estate is distributed.