Planned Giving

You can make a difference in the lives of tomorrow by including Misericordia University in your estate plans today. What a great feeling knowing you have contributed to the future success of Misericordia.

Chance to Reduce 2012 & 2013 Taxes

Congress is rolling back the clock for 2012 distributions and extending the IRA Charitable Rollover opportunity into 2013. The new tax law that was signed on January 1, 2013 includes possibilities for a 2012 tax deduction and a one year extension of the IRA Charitable Rollover that permits tax-free contributions from traditional and Roth IRAs to qualified tax-exempt organizations—such as Misericordia University.

This giving option – known as a charitable IRA rollover - may prove especially appealing for those who are required to take a minimum distribution from an IRA. The rollover provision provides tax incentives to citizens age 70½ or older to contribute assets from their individual retirement accounts without having to treat the proceeds as taxable income, providing a measure of tax relief.

The following limitations for 2012 & 2013 apply:

$100,000 You can contribute up to $100,000 per person/$200,000per couple in 2012 and up to another $100,000 per person/$200,000
per couple in 2013.
70 1/2 This is the minimum age you are required to be at the time
of the gift.
IRA to MU Unless this is a conversion of a December 2012 IRA
distribution, donors must contribute directly to MU through their
IRA administrator. However, please let us know that you have
requested the transfer so we can look for it to arrive.

Click here for additional information on this opportunity.

We Need You!

Throughout history, Misericordia has benefitted and depended on the generosity of its valued alumni and friends. These special gifts have provided scholarships for deserving students, enhanced our endowment, helped to build and expand buildings, and much more. Our programs depend on your generosity. During these financially challenging times we need you even more. Support our mission today and tomorrow.

Easy Giving Options for Today and Tomorrow

Outright gifts - cash, securities, real estate
Bequests in your will
Future gifts of life insurance policies
Future gifts from retirement accounts
Charitable gift annuities (provide income during lifetime)
Charitable lead trusts/charitable remainder trusts
Special Opportunities, ie gifts from IRA's for 2009

Create a legacy that lives on forever with a planned gift to Misericordia University.

Won’t you consider making a tax-free gift?

"Can I Deduct My Charitable Contributions?"

Click here to learn how to deduct your charitable contributions through a free online mini-course.

Need an Idea for a gift for Mom, Dad or someone special?

Give a gift that goes on forever. Create a scholarship to be named after Mom or Dad or that someone special. You create a legacy that lives on while making a difference in the lives of future students.

How to make a planned gift

Call us today to identify the type of planned gift that works best for you. We maintain the strictest levels of confidentiality and we are available to meet at a time and place convenient to you.
The Office of Planned Giving has many resources available to assist and answer questions. Call Barbara Merdiushev at 570-674-6167 or bmerdius@misericordia.edu.

Need to update your account or notify us of a gift? Click here to download our information update form (MS word file 119KB).

Lawyers, Professionals, Advisors

Let us assist with presentations to your clients. We can prepare a presentation to demonstrate the advantages, benefits and tax savings for various types of planned gifts.

Click here to download our professional proposal request (editable PDF).

Your legacy keeps our legacy alive!

Years from now, people will forget how big your house was or what you had. Your legacy can live on forever. How??

By simply remembering Misericordia University in your Will, Trust, Life Insurance Policy or Retirement Account, your gift will ensure that our missions are passed down to future generations. Your generosity will be recognized through the Heart of Mercy Society.

Heart of Mercy Society

Established in 1994, the Heart of Mercy Society recognizes those benefactors who have provided for the future of Misericordia University in their estate plans or made other planned giving arrangements which benefit the University.

Contributions and inquiries should be directed to:
Barbara Merdiushev
Director of Major Gifts and Planned Giving
Misericordia University
301 Lake Street
Dallas, PA 18612
570.674.6167
866.262.6363 toll free
bmerdius@misericordia.edu