Leave A Legacy
Your will or trust document provides a clear and specific understanding as to how you want to transfer your assets to the people you love—and to those charitable organizations that you have supported during your lifetime.
As the ultimate charitable gift, you can make a bequest to NAMI in your will or living trust to ensure the strength and success of our education, advocacy and public awareness programs for years to come.
If you have named NAMI in your will, please email Amy Hutchinson or call 703-516-7994 and give us an opportunity to welcome you to the NAMI Iris Circle, a select group of NAMI supporters who are dedicated to ensuring NAMI’s ability to serve generations to come. As a member of our Iris Circle, you will receive invitations to exclusive NAMI events, as well as NAMI Voice newsletter and Advocate magazine.
Many of our Iris Circle members provide additional details about their plans by sending us a completed Legacy Gift Notification & Recognition Form. You are not obligated to do so, but it is the best way to notify us of your intentions and ensure that we can fulfill your wishes.
If you are considering leaving a legacy gift to NAMI in your will or trust, or by beneficiary designation, our Easy Ways of Giving sheet explains several popular options. Please feel free to reach out to us directly if you have additional questions or would like to learn about other ways to leave a Legacy Gift.
For your convenience we have provided sample language to share with your attorney to include NAMI in your will.
Once you have determined that you would like to make a bequest to NAMI, the following sample charitable bequest language may be used in your will or revocable living trust:
An Unrestricted Bequest:
“I give, bequeath and devise (the sum of $____), (describe real or personal property) or (____% of the residue of my estate) to be used for general purposes to the National Alliance on Mental Illness (NAMI), a qualified 501(c)(3) charitable organization, EIN: 43-1201653 and located at 3803 North Fairfax Drive, Arlington, Virginia, 22203, or its successor organization.”
A Restricted Bequest (to support a particular program or area of interest to you. Please inform NAMI if you would like to restrict your bequest to ensure that we are able to honor your wishes.):
“I give, devise and bequeath to NAMI (federal tax ID number 43-1201653), located at 3803 N. Fairfax Dr., Ste. 100 Arlington, VA 22203, the sum of $_____ or ____% or real or personal property herein described, to be used for the purpose of _____________.”
A Residuary Bequest (which leaves any remaining assets from your estate after all other obligations have been met):
“I give, devise and bequeath to NAMI (federal tax ID number 43-1201653), located at 3803 N. Fairfax Dr., Ste. 100 Arlington, VA 22203, all the rest, residue and remainder of my estate, both real and personal, of every kind of description, wherever situated and whether now owned or hereafter acquired, including any property with respect to which I may have power of appointment.”