Quincy Community Charitable Giving Guide

Community is Important to Us!

Just as you have plans for your career, your children’s education and your retirement, it is also beneficial and rewarding to plan for the use of your assets in charitable giving.

Charitable or planned giving is the process of making a gift of estate assets part of your overall financial, estate, tax, and philanthropic planning. It provides you with a tax-smart way to provide social support to the community while building a lasting legacy for the future.

This guide includes many Quincy charitable foundations and organizations that can benefit from your support. Our purpose in compiling this guide is to help connect you with the community charities you care about and to increase overall giving for the well- being of both your estate and our community’s future viability.

Gift planning helps you to give the most effective gifts you can, while considering ways to reduce your income and estate taxes. Well-managed gift planning can protect the size of your estate and allow you to give generously at the same time.

There are numerous planned giving vehicles and combinations that allow you to tailor make a gifting plan. We encourage you to use this guide as a tool when discussing your estate-planning options with a qualified professional advisor.

If you do not already have a professional advisor or an estate plan or if you would like more information about adding a charitable gift to your current plan, please contact us at 217-223-7310 or toll-free at 800-405-6372 to speak with a trust and estate-planning professional today.

Table of Contents

Quincy Community Charitable Giving Guide: published by Mercantile Bank Trust Services Division ©2004 The information in this guide has been provided by the organizations themselves and is intended to serve only as a resource for planned giving decisions. For more specific information about an organization’s mission, needs and/or financial condition, please contact the organization directly. This guide is also published in print form annually each Spring courtesy of the Quincy-Herald Whig. Please e-mail us at trust@mercbanx.com if you would like to receive a hard copy of the current edition.

If your tax-deductible charitable organization is not listed and you would like to be included online and in future published editions, please select and complete the form below. There is no charge to be included, however your organization must serve the greater Quincy area and be recognized by the IRS as a 501c3 tax-deductible organization.

Organization Submission / Update Form