For Financial Professionals

Thank you for being a part of your client’s philanthropy! By helping them help kids in need, you are creating brighter futures for us all.

Below, you will find some useful information and commonly asked questions to assist your clients with their philanthropic gifts to Mercy Home. Of course, if you have any further questions, please contact us at 1-800-378-8266 or plannedgift@mercyhome.org

Gifts of Stock or Other Securities

Broker: BMO Harris Bank, N.A.
DTC#: 0992 (for Stocks & Bonds)
F/C: 98-71-N337-01-0
Account Name: Mission of Our Lady of Mercy, Inc.

So that we can provide your client with the tax documentation they’ll need for this gift, please also contact us (800) 378-8266 or plannedgift@mercyhome.org to let us know about pending stock transfers.

Stock Transfer Instructions

Gifts of Mutual Funds or Other Pooled Investments

DTC#: 5409
F/C: 98-71-N337-01-0
Account Name: Mission of Our Lady of Mercy, Inc.

Donations of pooled investments, such as mutual funds, are handled by Reliance Trust Company / FIS Wealth Outsourcing Solutions. Advisors, please contact the FIS Mutual Fund Department to coordinate transfer at (920) 497-5274 or WOS_MKE_Mutual.Fund.Transfers@fisglobal.com.

So that we can provide your client with the tax documentation they’ll need for this gift, please also contact us (800) 378-8266 or plannedgift@mercyhome.org to let us know about pending stock transfers.

Pooled Investment Transfer Instructions

Gifts from an IRA

Help your client request a Qualified Charitable Distribution (or QCD) from their IRA with this simple letter.

Sample IRA Distribution Letter

Bequests and Beneficiary Designation

When writing or updating a will or trust for your client who’d like to include a gift to Mercy Home, include language such as this:

I hereby give, devise and bequeath _ percent (%) of the residue and remainder of my estate [or: the sum of $____________] to Mission of our Lady of Mercy, Inc., a nonprofit organization located at 1140 W Jackson Blvd, Chicago, IL 60607, Federal Tax ID #36-2171726.

To list Mercy Home as the beneficiary of a qualified financial account, such as an IRA or 401(k), or as the Payment on Delivery (POD) for a bank account, use this information:

Legal Name: Mission of our Lady of Mercy, Inc.
Address: 1140 W. Jackson Blvd. Chicago, IL 60607
Phone number: (800) 378-8266
Tax Identification Number: 36-2171726

Life Insurance

Does your client have a life insurance policy that’s fully paid up but that they no longer need? Just like retirement accounts, they can name Mercy Home as the beneficiary. There are two ways to accomplish this:

1. Fill out a new beneficiary designation form from your insurance company, and include Mercy Home.
2. Make Mercy Home the owner and beneficiary and your client will receive an immediate tax benefit.

Useful information and contact the team

Meet the Team

Have unanswered questions? Let our knowledgeable philanthropy team help out!

Legal name and Tax ID

Legal Name:
Mission of Our Lady of Mercy, Inc.

Employer Identification Number (EIN):
36-2171726

More information for financial professionals.

Philanthropic information presented herein is intended for friends and supporters of Mercy Home for Boys & Girls. This material may be helpful in your tax and financial planning, and is based on current laws and recent court decisions. You should consult your own legal, tax, or financial planner to determine how these gift vehicles may apply to your own situation.