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Planned Giving and Bequests

Gifts through your Will or Living Trust

As a special friend of NAMI you may choose a bequest in your will or living trust as your ultimate charitable gift to help continue the programs you have been supporting over your lifetime. Your will or trust document is an important part of an effective estate plan. It provides for a clear and specific understanding as to how you want to transfer your assets to those you love and to those charitable organizations that you have been committed to during your life.

Elizabeth is a good example of a special friend who expressed her appreciation for NAMI in her will.

If you have further questions or would like to request an estate planning brochure, email Emily Tracy in NAMI's Office of Development.

For your convenience we have provided sample language to share with your attorney to include NAMI in your will.

Once you have named us in your will, please notify Emily Tracy in NAMI's Office of Development.  It will give us an opportunity to welcome you to the NAMI Iris Circle, a select group of NAMI supporters who are committed to ensuring NAMI's ability to serve generations to come.
 
NAMI can also help you find an estate planning attorney in your area. Please contact our legal center at 703-524-7600 or by email: legal@nami.org

Gifts of Appreciated Securities

If you own stocks, bonds, mutual funds, or other assets that have increased in value since the time of purchase, you may find it advantageous to give them to NAMI. Your outright gift of long-term, appreciated securities is exempt from capital gains taxes and, if you itemize, you may claim a charitable income tax deduction equal to the full fair market value of the securities at the time of transfer. Learn more about how to give stocks, bonds, and mutual funds to NAMI, and the advantages of doing so.

Gifts that help save taxes and provide an income to you or a loved one

Charitable Gift Annuity
Through a charitable gift annuity, you may make a gift of $50,000 or more to NAMI, receive a charitable income tax deduction, and an income for life for you and/or another person.  This option provides the greatest financial benefit to older donors because they receive the highest income rates. For example, an annuity established for the life of a single beneficiary aged 70 earns a rate of 6.7 percent; an 80-year-old, 8.3 percent; and 90 years and over, 11.5 percent. 

For an informational brochure on charitable gift annuities, please email Emily Tracy in NAMI's Office of Development.

Charitable Remainder Trust
The charitable remainder trust is a separately managed and highly personalized life income option. This vehicle provides for payments to the beneficiaries either for life or a term of years (not exceeding twenty). At death, or at the end of the term, the remaining trust assets (the remainder interest) are distributed to NAMI. In creating the trust, you, the donor, are able to appoint the trustee, designate the beneficiary and select the term of the trust. The rate may not be less than 5 percent, however, as the payout rate increases, the charitable income tax deduction to the donor decreases. The amount of the tax deduction is also affected by the number of beneficiaries and their ages.

For more information about charitable remainder trusts, please email Emily Tracy in NAMI's Office of Development.

Other Planned Gifts
To request informational brochures on other types of planned gifts, e.g. real estate, life insurance, charitable lead trusts, please email Emily Tracy in NAMI's Office of Development.

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