The Marshall and Irving Alliance

Founded in 1993, the school’s centennial year, the Marshall and Irving Alliance honors those who have made a provision for Mercersburg through their estate or a life income arrangement. Gifts through one’s estate are a meaningful endorsement of Mercersburg’s values and spirit.

Required

Provisions

I have named Mercersburg Academy as a beneficiary of a future gift and I would like to be a part of the Marshall and Irving Alliance.

Please share more information about your intentions for Mercersburg Academy:

My gift is unrestricted

I want to designate the gift for a specific program or purpose

Please describe your wishes for your gift:

My plans for Mercersburg include (please select all that apply):

A gift in a will or trust

A beneficiary designation from an IRA or other qualified retirement plan

A beneficiary designation from a life insurance policy

A beneficiary of a specific POD (pay on death) account

A provision in a charitable remainder trust

Other (please specify below)

I prefer to keep my gift confidential at this time

If you selected “Other” above, or if you would like to provide additional information about any of your plans, please enter here:

Specific dollar amount ($):

Portion of Estate (%):

If based on a percentage, please estimate the current value of the gift to Mercersburg Academy ($):

Members of the Marshall and Irving Alliance often provide us with a copy of the relevant portion(s) of their estate planning documents. If you would like to do so, please upload a copy of the appropriate sections of your document(s) here.

Attach up to 1 file with a maximum size of 10MB

No file chosen

Please provide the name and contact information of your executor/trustee, or the contract information for the policy or account. This will help to ensure that your wishes for your gift are honored at the time your gift is received.

Contact Information

Namerequired

First Name

Last Name

Spouse/Partner Name

Address

City

State

ZIP

Phone

Email Addressrequired

Gifts of this kind are not only an incredibly meaningful endorsement of Mercersburg’s values and spirit, but an affirmation of your devotion to Mercersburg. Sharing your testimonial encourages other supporters to consider their own gift plans. Please share a short statement that we may use for this purpose.

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The Marshall and Irving Alliance

Provisions

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