Stock Donations and Planned Giving

Donating Appreciated Stock

Are you interested in making a charitable gift to Mercy Conference and Retreat Center (MCRC) that may yield double tax benefits and additional savings? If so, a gift of appreciated stock may be the right option for you.

A gift of stock may provide more benefits than a cash gift. When you make a gift of stock to MCRC, by eliminating the capital gains tax that would be due upon selling the stock, you receive tangible tax-savings and benefits while also supporting our mission of "hospitality and healing in the Mercy tradition." A gift of stock may be right for you if:

1. You are holding stocks that have risen in value. If your stocks are highly appreciated, you may find yourself with a hefty tax bill when it comes time to sell. By using these securities as a gift, you can avoid the capital gains tax on any paper profit.

2. You would like to maximize your deduction while not affecting your liquidity. If you decide to make a gift of stock, you not only retain your cash assets, but you also receive a charitable tax deduction for the full fair market value of the stock that you’ve owned for more than one year. 

Planned Giving

You can make a gift to Mercy Conference and Retreat Center that will leave a legacy by including us in your:
  • Wills, Bequests, and Living Trusts
  • Beneficiary Gifts Through Retirement Accounts
  • Bank Accounts, Investment Accounts, Certificates of Deposit
  • Gift of Life Insurance
Your donation of appreciated stock or a legacy gift to Mercy Conference and Retreat Center will empower us to continue to respond in meaningful ways to the spiritual needs of this time, as we stay true to the tradition of Catherine McAuley and the Sisters of Mercy.