A Family-First Approach to Charitable Giving Remember

Mercy HS Burlingame in Your Will or Living Trust

In addition to passing assets to loved ones, your will or living trust can also be used to define your legacy through support of Mercy High School Burlingame. When you remember us through a gift in your estate plans, you join a special group of people who have made some of our most important advances possible.

Advantages

• Simplicity. As little as one sentence in your will or living trust is all that is needed to complete your gift.

• Flexibility. Until your will or trust goes into effect, you are free to alter your plans.

• Versatility. You can give a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

How a Gift in Your Will Works

Your estate planning attorney can help you structure a gift so your loved ones will be taken care of first after you’re gone. He or she will include our sample language in a will or living trust you create, or add it to existing documents through an amendment called a codicil. A popular option is to leave a percentage of what is left of your estate after other beneficiaries have received their share so your gift will remain proportionate to the size of your estate, no matter how it fluctuates.

A Gift in Your Estate Plan Is Right for You If:

• You want the opportunity to guide decisions about the future ownership of your possessions and the legacy you leave behind.

• You have a will or living trust or are ready to create one.

• You want to make sure your support of Mercy Burlingame is still available after your lifetime.

• You want to balance your generosity to us with an assurance that loved ones are taken care of first.

• You want to maintain the flexibility to change your mind about your gift at any time.

For sample language to take to your estate planning attorney to add to your will or living trust, go to Mercy’s planned giving section of our website: https://www.mercyhsb.com/giving/planned-giving or contact the Advancement Office at 650.762.1190 or Mary Lund, Director of Advancement at mlund@ mercyhsb.com

© The Stelter Company. The information in this publication is not intended as legal advice. Article 5 of 6

Catherine’s Legacy

If you have made provisions for Mercy in your estate plan (with bequests, charitable trusts, gifts of life insurance or retirement funds), you can become a member of Mercy’s Catherine Legacy Society. Please notify the Advancement Department at 650.762.1190 or Mary Lund at mlund@mercyhsb.com.

2018-19 Board of Directors

Anne Bianchini, CPA ‘90

Sr. Pauline Borghello, RSM

Sr. Judy Cannon, RSM

Cindy McDonald Dunleavy ‘81

Patricia Flanagan ‘65

Bob Grassilli

Karen Hanrahan

Sarah Newsom Healy

Brandy M. M. Navarro, CFP®, ChFC, CLU ‘98

Joan Marie O’Donnell, RSM

Clare Pool Purpura ‘75

Caroline M. Romeo

Michele O’Connor Tyler ‘68

Nine Alumnae on Staff

Alumnae love coming back and giving to Mercy, and in the past few years, we have had this presence grow - from Mercy faculty, staff, and administration to involvement in key advisory boards and committees, Mercy women are sharing their talents with our community in numerous ways. This school year, we have 9 Mercy alumnae as part of our staff. We sat down with a few of them to discuss the impact of their Mercy experience, and what being back on campus means to them.

How did your Mercy experience make an impact on your life?

BC: Being at a small school that was entirely female made it easier to be myself. There was no pressure to look or act a certain way. Because of this, I made many connections and lifelong friends. I have a group of very close girlfriends, and we've been there for each other for all of life's major milestones.

KC: I think that my time at Mercy helped shape who I am today. Mercy gave me a space to grow and try new things. Through my time at Mercy, I learned to be confident and that it was ok to fail.

HD: My Mercy experience helped to reaffirm the significance of treating people with respect and consideration. It demonstrated the importance of community and being there for others when they are in need.

CRG: When I was a student I was inspired by our Athletic Director Ms. Fallon (Meave Fallon Ward ‘90). She was a great role model as a former high school and college athlete and now I am proud to be following in her footsteps and be a role model for our students today.

What made you want to come back to Mercy?

BC: After being a stay at home mom for the last 9 years, I really believe it was fate that brought me back here to work in the

Advancement Office. Once I stepped into the Mansion, I was greeted with the same warmth and hospitality that I first experienced as a freshman many years ago. Just like it was for me when I was a student, the faculty and staff are caring and fun, and I really and truly enjoy my work. As the Advancement Services Manager, I am constantly reminded of names and faces from the past. It's fun to connect the dots to see where former schoolmates are now!

AS: School has always been my second home, and as the Parent Volunteer Coordinator, I want to help make it feel that way for many more girls and their families.

What's your favorite thing about working at your alma mater?

EA: My favorite thing is being in the community, which is genuinely warm and caring. In my role as Assistant Director of Admission, I love greeting alumnae when they bring their daughters on campus to visit and since our sisterhood is farreaching and holds meaning, it doesn't matter if we attended Mercy at different times, once we know we are alums, we are connected.

KC: Working with the teachers that taught me is an amazing experience. They continue to mentor and teach me. I also think that it is a great connection with the students. Whenever the students get stressed out, I remind them that I was in their position once and if I could survive they will for sure be able to survive.