Planned Giving

Planned Giving

Estate plans can signify far more than the distribution of assets accumulated over a lifetime-they can reflect the principles donors cherish and hope to perpetuate.  It is important to act today to preserve key values for generations to come.

A planned gift to Mercatus will allow supporters to provide for the long-term economic security of the people and causes they hold dear, as well as meet their current and future financial goals.  

Whether to take advantage of reductions in estate, income, or capital gains taxes, or to benefit from an increased income stream, there is a planned gift that suits every purpose.  Please click the planned giving opportunities below for more information on each.


Charitable Gift Annuities

Stable lifetime payments with tax benefits


Giving Through Your Will

Give to Mercatus without affecting cash flow during your lifetime


Charitable Remainder Annuity Trust

Make a significant gift and receive fixed income payments each year


Charitable Remainder Unitrust

Make a gift and create a flexible source of retirement income


Charitable Lead Trust

Discover the innovative way to pass appreciating assets to family members while helping Mercatus


Ensuring that the principles of free enterprise thrive for future generations by remembering Mercatus in your estate plans would make you part of our Mercatus Legacy Circle, which includes invitations to exclusive scholar events as well as many other special benefits.

If you are interested in beginning the process of making a planned gift to Mercatus or to find out more information about the planned giving opportunities described please contact Sarah Muse at or 703-993-9133.

Thank you for your support of the Mercatus Center!

Mercatus Tax ID #54-1436224

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