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Planned Giving /Estate Planning

Make Mercy Part of Your Legacy with Planned Giving.

Were you aware that there are several avenues through which you can create a legacy benefiting you, your loved ones, and Mercy High School? These methods, known as "planned gifts," allow for mutually advantageous outcomes through careful and considerate planning for both you and Mercy.

We appreciate Mercy High School's alumnae, parents, grandparents, educators, and friends for their generous commitment to strengthening the school via planned gifts. This ensures the enduring vibrancy of the beloved Mercy that you know and love for future generations, while also gaining benefits in your estate planning.

The Catherine's Legacy Society honors those who've supported Mercy High School  through planned gifts or estate plan provisions.

Catherine's Legacy Society

Next Steps

  1. Contact Mary Lund at 650-762-1191 or mlund@fuehrungsstil.com for additional information on bequests or to discuss more about the different options for including Mercy in your living trust, will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Mercy in your plans, please use our legal name and federal tax ID. We would appreciate if you would share with us that you have included Mercy in your plans by joining Catherine's Legacy society in the panel above or by contacting Mary Lund.

Legal Name: Mercy High School, Burlingame
Address: 2750 Adeline DriveBurlingame, CA 94010
Federal Tax ID Number: #94-1230999

There are many options for Planned Giving!

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

What is Planned Giving?

Planned giving is the process of donating planned gifts, commonly granted through wills or living trusts. A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.

Why Make a Planned Gift?

Planning your legacy can help you meet your financial and philanthropic goals. There are a variety of ways to structure a gift that can satisfy both your financial and philanthropic goals while providing you and your family with financial benefits. Some benefits of planned giving include income tax relief, reduced estate taxes, and capital gains tax savings. It is important to satisfy your wishes and keep in mind the potential tax and financial benefits.

Why Support Mercy?

When you support Mercy High School, you are investing in the next generation of Mercy graduates—women of faith, women in pursuit of academic excellence, women of influence, women of compassionate service, and proactive global citizens.

Contact

Mary Lund 
650-762-1191
mlund@fuehrungsstil.com

Catherine's Legacy Society
Advisory Board

Jenny Murphy Moore ‘77, J.D.

Meghan Chavez Railey ‘04, CFP

Katie Olson Tobin '99, CPA

Catherine's Legacy Society Members
12.11.23

Penny Stack Alexander '78

Jeanne Ward Bone ‘36 ✝

Gerhard ✝ and Marion Broeker, P ‘76, ‘78

Elaine George Collins, ‘38 ✝, P ‘63

Sr. Marian Curran, RSM, ‘40 ✝

Sr. Ellene Egan, RSM ✝

Eleanor Figoni ✝

James Fregosi ✝

Janet Galeano ’69 ✝

Robert Grassilli, Jr. 

Dorothea Hughes, P ‘67 ✝

Gloria Hawthorn Marciniak ‘40 ✝

Leo Nicolini, GP ‘11 ✝

Katherine Lacunza Pompli '78, P '12

John and Helen Fagan Reidy '48✝

Clare Kolloch Rice ‘60 ✝

John ✝ and Juliana Molly Shields ‘51 ✝

Susan Smith, P ‘04 ✝

Bernadine Stump, P ‘06 ✝

Dorothy F. Wagers ‘35 ✝

Ruth Warner ✝

Clare Carey Willard ‘43 ✝