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Planned Giving

& Other Ways to Give

Add information about Stock Gifts and IRA Required Minimum Distribution

One of the easiest ways to support Our Lady of Mercy Community Outreach is to arrange a bequest, or gift, in your will or trust. Bequests are flexible, allowing you to provide for your loved ones and those organizations you care about most. A bequest is simple to set up, and can be arranged by working with your financial advisor.

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You can make a gift: 

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  • of a specific amount or percentage of your estate

  • of a specific asset (house, car, property, etc.)

  • or of the residue of your estate after other obligations are fulfilled.

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You can even name Our Lady of Mercy Community Outreach as a contingent beneficiary. In this case, Our Lady of Mercy Community Outreach would not receive a gift unless your other beneficiaries were no longer living.

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Sample Bequest Language

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The language is intended to serve as a guide for including Our Lady of Mercy Community Outreach in your will or trust. Please share it with your professional advisor. 

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Specific Bequest: I give and bequeath to Our Lady of Mercy Community Outreach Services, Inc. the sum of $______ to be used for general purposes.

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Percentage Bequest: I give and bequeath to Our Lady of Mercy Community Outreach Services, Inc., a South Carolina Corporation, _____% of my estate to be used for general purposes. 

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Residuary Bequest: I give and bequeath to Our Lady of Mercy Community Outreach Services, Inc., a South Carolina Corporation, the rest, residue, and remainder of my estate to be used for general purposes. 

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Contingent Bequests: In the event that any of the above named beneficiaries shall not survive me or shall die during the administration of my estate, within ninety (90) days from the date of my death, or as a result of a common disaster, then I give and bequeath that beneficiary's share of my estate to Our Lady of Mercy Community Outreach Services, Inc., a South Carolina Corporation, to be used for general purposes. 

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