For trustees and advisors

In your work as a professional advisor, you value professionalism, integrity and honesty. As a nonprofit organization, Mercy Health Foundation shares your values and takes the same care when helping our supporters plan their charitable gifts.

If you are administering an estate that names Mercy Health Foundation as a beneficiary, please provide us with your contact information (name, mailing address, phone number, and email address). We will be in touch with you to express our appreciation for the gift, and to ask how we may best acknowledge it. Please note that our legal name is Mercy Health Foundation and our Tax ID number is 20-1072726.

Partner with us

We understand that gifts to charities such as Mercy Health Foundation can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to partnering with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our legacy giving staff — all working together to arrange the best gift possible.

Please direct all estate gift correspondence to:

Jon Labbe
Email: plannedgiving@mercy.com