The Easiest Way to Impact Mayo Clinic
Mayo Clinic has provided hope and healing to generations of patients. A simple, flexible and versatile way to help us provide top-notch care and lead the future of medicine is through a gift in your will or living trust, known as a charitable bequest.
By including a bequest to Mayo Clinic in your will or living trust, you ensure that we can continue to advance medical excellence and serve our patients' unique needs.
Learn about The Mayo Legacy, our donor recognition program.
If you have included Mayo Clinic in your estate plans, please let us know here.
See How It Works
An Example From Mayo Clinic
When Mayo patients Murray and Valerie Wise developed their estate plan, they made sure to balance their philanthropic goals with the future needs of their family. As part of the estate planning process, they met with their accountant and attorney to discuss the potential tax implications of their options. They chose to name Mayo in their will and fund a scholarship for students after learning there is no tax under the plan they created. Not only will they support their family, they will benefit Mayo in the future as well.
"When you look at everything Mayo Clinic does in patient care, research and education, you come to a realization," Murray says. "Outside support is necessary to sustain Mayo and to make its future as bright as its past," Murray says.
- Contact Mayo Clinic Office of Gift Planning at firstname.lastname@example.org or 1-800-297-1185 for additional information on bequests or to chat more about the different options for including Mayo Clinic in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Mayo Clinic in your plans, please use our legal name and federal tax ID.
Legal Name: Mayo Clinic
Address: 200 First Street SW, Rochester, MN 55905
Federal Tax ID Number: 41-6011702
Not Sure How to Begin Planning?Download our FREE Personal Estate Planning Kit
Get Your Free KitReady to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.
Make a Distribution to Mayo Clinic Through Your Donor Advised Fund
If you have a donor advised fund with another provider, please consider making a distribution to Mayo Clinic or listing us a final beneficiary. You may request an immediate distribution utilizing the tool below.
Contact the Mayo Legacy
Jess Nelson LeMay
TML Phone: 1-844-330-5855
TML E-Mail: TheMayoLegacy@mayo.edu
The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Mayo Clinic policies may impact gift acceptance, gift structure, and options available. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.