Are you planning to leave a donation to charity upon your death? You can leave a legacy to Merrick, Inc., in one or more of the following ways:
- By Will - include a bequest to Merrick, Inc., in your will for an exact dollar amount, a percentage of your estate, or the residual of your estate after all other specified distributions have been made. You can direct your donation to Merrick, Inc., as an unrestricted donation or as a donation to be used for a specific purpose of interest to you.
- Beneficiary of Your Retirement Plan Assets - designate Merrick, Inc., as the beneficiary of a retirement plan - an IRS, 401(k), 403(b), or profit sharing plan.
- Beneficiary of Your Life Insurance - name Merrick, Inc., as the owner and beneficiary of a paid-up life insurance policy or of a life insurance policy for which you are still making premium payments.
- By Creating a Life Income - designate Merrick, Inc., as the beneficiary of the remaining assets after you have provided a life income for one or more other specified recipients (e.g., you, your spouse, children or friends). Upon the death of the income recipient(s), the remaining assets will be donated to Merrick, Inc., for the charitable purposes you define. Options include a Charitable Remainder Trust, Charitable Gift Annuity, or Pooled Income Fund. Merrick, Inc, will work with you and your advisors to help find an option that works best for you.