Planned
Giving
The Perfect Way to Honor
Someone You Love
I
f you have a friend or family member whose life has been touched by Gwynedd Mercy
University, consider making a gift to us in his or her name. When you memorialize some
of the most important people in your life, such as your mother, father, spouse, mentors, or
other special loved one, as part of a gift, you:
• Honor that special person
• Support our mission and
• Possibly receive personal financial benefits
You Have Choices
Three basic methods are available for establishing an honorary gift:
A gift today - An outright gift can fund our immediate needs or an upcoming project. The financial benefits include an
income tax charitable deduction (if you itemize) and the possible elimination of capital gains tax.
A gift through your estate plan - You can include a gift in your will or living trust, stating that a specific asset, certain
dollar amount or percentage of your estate will pass to us at your death in honor of your loved one.
A gift that lives on forever - Honorary endowments can be made now or through your estate plan. Endowments are
structured so that a small portion of your gift, rather than the whole amount, is used each year to fund a particular purpose. To
perpetuate the fund forever, the majority of the fund always remains intact and is invested for the future.
For more information on how to make a meaningful impact on GMercyU for years to come, visit gmercyu.edu/giving or contact Jill
Dow at [email protected] or 215-542-4661.
The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited
in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State
income/estate taxes or state law may impact your result.
TODAY
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