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Planned Giving

Once a Mustang, Always a Mustang.  You can continue your legacy as a Mustang by considering a planned gift to Mercymount Country Day School.  What is a planned gift?  Any gift that needs documentation or work involving a lawyer or financial professional in order to be arranged is considered a planned gift.

The simplest and most common type of planned gift is a bequest from your will.  To do so, contact your lawyer, and ask them to include the following:  “I bequeath $_____ or _____% of my estate to Mercymount Country Day School, 35 Wrentham Road, Cumberland RI 02864.”

Please do let us know if you have named MCDS in your estate plans, because we would like to thank you by including you in the Legacy of Mercy Society, which was established in 2007.  Your sharing a copy of the documentation with us is appreciated, but not required.

Other options for gift planning include:

  • Rollover from a retirement account
  • Gifts of stock
  • Naming MCDS as a beneficiary of life insurance
  • Charitable gift annuities

Financial advisors or estate lawyers can provide the best information regarding all of the choices available and appropriate for your consideration.  If you have questions about making your legacy gift to Mercymount, please contact Karen Weavill, Director of Advancement and Development at 401-333-5919 x14.  She would be happy to discuss any options, or set up a meeting with you and your family members, financial advisor, and/or family attorney.

Or, if you’re more comfortable exploring options on your own first, we recommend the following: