• An endowment is a permanent fund that holds its principal in perpetuity and is invested for the benefit of a particular purpose. You can establish a permanent endowment to benefit The Servants of Jesus of The Divine Mercy with a gift of cash, securities or complex assets. Once in place, the Endowment fund will grow and make annual distributions to support the Divine Mercy Center for generations to come.
• An endowment gift is 100% tax deductible. Each gift is recognized by the ministry with a thank you acknowledgement and by listing the donor/donors name in our Scroll of Donors published each year in our Annual Report.

• By including The Servants of Jesus of The Divine Mercy in your will or living trust, you can make an important and lasting gift of love for aching mankind while meeting your financial and estate planning goals.
• A bequest can take many forms, and because a bequest qualifies for the estate tax charitable deduction, it may reduce your taxable estate.

Your IRA, 401(k), 403(b) or other qualified retirement plan may be heavily taxed if left to anyone other than a legally recognized spouse. By naming The Servants of Jesus of The Divine Mercy as a beneficiary of all or a portion of a retirement plan, you avoid both the estate tax and income tax due on these tax-deferred plans if you distributed to your heirs.

• If you have a life insurance policy you no longer need, you may consider transferring ownership to The Servants of Jesus of The Divine Mercy.
• You may also purchase a new policy, and later name The Servants of Jesus of The Divine Mercy as the owner and beneficiary. Either gift generates a charitable income tax deduction. The payment of premiums on behalf of The Servants of Jesus of The Divine Mercy will also enable you to claim income tax charitable deductions.

With this instrument of planned giving, you could potentially and irrevocably transfer money, stock certificates, personal or real property to a trustee who then pays you, and possibly others, income for life or for a period of years as determined by you at the time the assets are Then you and/or other income recipients (people and/or organizations) receive annual payments from the trust based on a fixed percentage selected by you and applied to the market value of the assets as determined each year. This means that the income will vary from year to year.

This instrument performs in much the same way as a Charitable Remainder Unitrust; with two important differences. The annual income the recipient receives as a result of such a charitable gift will always be the same regardless of the changing annual value of the assets. Once assets are placed in this type of trust, you may not add to the trust capital to provide for a greater charitable deduction. The charitable remainder annuity trust may place you in a position of greater financial security because it fixes the amount of income paid annually regardless of market conditions.

The charitable gift annuity is a contract between you and a non-profit organization whereby the organization promises to pay a certain amount of money each year in exchange for a gift of property.

The income from this type of trust is directed to a charitable organization for some period of years — often 10 years or more. At the end of the stated number of years, the trust becomes the property of the individuals named by you, such as children or others, or it can revert to you. The lead trust differs from the unitrust or annuity trust in that the charitable organization receives the income from the trust during the trust period rather than receiving the trust corpus at the end of the trust period.