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 Anne House Quinn or call 703-516-7992 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. When you confirm that NAMI is included in your estate plans, you will become a member of our Iris Circle. As a member of our Iris Circle, you will receive invitations to exclusive NAMI events, as well as NAMI Voice newsletter and Advocate magazine.
Also, you may contact us for information about other estate planning options.
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.”
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 is available to annuitants who are 65 years 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.
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 20). 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%, 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.