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.
You can make a bequest in your will or living trust as your ultimate charitable gift to help continue NAMI’s vital education, advocacy and public awareness programs. One of our supporters, Elizabeth, wanted to provide resources for the future and included NAMI in her will.
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 or call (703) 516-7992. 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 email our HelpLine or call us toll-free at 1 (888) 999-NAMI (6264).
Gifts that help save taxes and provide an income to you or a loved one
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 is available to annuitant who are 65 years of age or older and when there are no more than two beneficiaries on the annuity. NAMI follows the suggested rates set forth by the American Council on Gift Annuities.
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 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 donor decreases. The amount of the tax deduction is also affected by the number of beneficiaries and their ages.For information about these and other planning giving options, please email Emily Tracy or call (703) 519-7992.
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