Planned Giving
Giving to our organization helps us sustain our future as well as grow and develop our programs and services.
Many individuals and families have a very personal connection with NAMI Southern Arizona because of the ways that mental illness has affected our own lives and the lives of people who are important to us. NAMI provides a wealth of knowledge, skills, support and friendship through both formal programs and informal networks.
Planned giving provides an additional source of funds so that the programs and services that NAMI provides here in Southern Arizona will continue to be available in the future. A planned gift is one that you make by way of a will, beneficiary designation, charitable trust or charitable gift annuity.
There may be tax benefits to you now or to your estate in the future depending on the type of gift that you make.
Many individuals and families have a very personal connection with NAMI Southern Arizona because of the ways that mental illness has affected our own lives and the lives of people who are important to us. NAMI provides a wealth of knowledge, skills, support and friendship through both formal programs and informal networks.
Planned giving provides an additional source of funds so that the programs and services that NAMI provides here in Southern Arizona will continue to be available in the future. A planned gift is one that you make by way of a will, beneficiary designation, charitable trust or charitable gift annuity.
There may be tax benefits to you now or to your estate in the future depending on the type of gift that you make.
What to Give
Here are some examples of the best type of planned gifts--
Cash: It is a simple and always a great way to give to NAMI Southern Arizona.
Stocks/Bonds/Mutual Funds: Gifting these assets to NAMI Southern Arizona avoids capital gains taxes for your survivors.
Retirement Assets: By designating our charity as the beneficiary of all or part of your IRA, 401(k), 403(b), pension or other tax deferred plan (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and
your estate receives an estate tax charitable deduction.
Insurance: Consider a gift of an insurance policy that is no longer needed or will no longer benefit your survivors.
Land/Real Estate: A gift of real property (home, vacation property, vacant land, farmland/ranch or commercial property) can be a valuable gift to NAMI Southern Arizona.
Cash: It is a simple and always a great way to give to NAMI Southern Arizona.
Stocks/Bonds/Mutual Funds: Gifting these assets to NAMI Southern Arizona avoids capital gains taxes for your survivors.
Retirement Assets: By designating our charity as the beneficiary of all or part of your IRA, 401(k), 403(b), pension or other tax deferred plan (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and
your estate receives an estate tax charitable deduction.
Insurance: Consider a gift of an insurance policy that is no longer needed or will no longer benefit your survivors.
Land/Real Estate: A gift of real property (home, vacation property, vacant land, farmland/ranch or commercial property) can be a valuable gift to NAMI Southern Arizona.
How to Give
Beneficial Designation
A simple way to give a future gift to NAMI-SA is to place a beneficial designation on any financial asset (bank account, retirement account, brokerage account, mutual fund account, annuity, insurance policy, etc.) indicating how the funds should be distributed at your death.
Consider naming NAMI Southern Arizona as a beneficiary, partial beneficiary or contingent beneficiary on one or more of your financial assets. You can obtain the form to designate NAMI Southern Arizona from your financial institution.
Example of an IRA beneficial designation with NAMI Southern Arizona as a partial beneficiary:
45% to John Doe, son
45% to Mary Doe, daughter
10% to NAMI Southern Arizona
Bequest
A bequest is an easy way to make a future gift to NAMI Southern Arizona. With the help of an advisor such as your attorney, you can include language in your will or trust specifying a gift to NAMI Southern Arizona as part of your estate plan. You may bequeath a specific asset, a dollar amount, a percentage of your estate or the remainder of your estate after all other gifts have been distributed.
Examples of a Bequest
Bequest of cash
"I bequeath the sum of $10,000 to the National Alliance on Mental Illness of Southern Arizona, an Arizona nonprofit corporation, Tucson, AZ."
Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the National Alliance on Mental Illness of Southern Arizona, an Arizona nonprofit corporation, Tucson, AZ."
Contingent Bequest
"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to the National Alliance on Mental Illness of Southern Arizona, an Arizona nonprofit corporation, Tucson, AZ."
Charitable Trusts
There are various types of charitable trusts (Charitable Lead Trust, Charitable Remainder Trust) that structure a gift to NAMI Southern Arizona that may also provide a charitable tax deduction, reduction of income/estate tax, and income to the donor (or a beneficiary) over his/her lifetime. Consult your attorney and tax advisor to discuss a charitable trust.
Charitable Gift Annuity
A charitable gift annuity allows you to make a gift of cash or property to NAMI Southern Arizona, get immediate tax benefits and ensure that you or another beneficiary receives fixed quarterly or annual income payments for life. Charitable gift annuities can be structured through the Community Foundation of Southern Arizona.it.
A simple way to give a future gift to NAMI-SA is to place a beneficial designation on any financial asset (bank account, retirement account, brokerage account, mutual fund account, annuity, insurance policy, etc.) indicating how the funds should be distributed at your death.
Consider naming NAMI Southern Arizona as a beneficiary, partial beneficiary or contingent beneficiary on one or more of your financial assets. You can obtain the form to designate NAMI Southern Arizona from your financial institution.
Example of an IRA beneficial designation with NAMI Southern Arizona as a partial beneficiary:
45% to John Doe, son
45% to Mary Doe, daughter
10% to NAMI Southern Arizona
Bequest
A bequest is an easy way to make a future gift to NAMI Southern Arizona. With the help of an advisor such as your attorney, you can include language in your will or trust specifying a gift to NAMI Southern Arizona as part of your estate plan. You may bequeath a specific asset, a dollar amount, a percentage of your estate or the remainder of your estate after all other gifts have been distributed.
Examples of a Bequest
Bequest of cash
"I bequeath the sum of $10,000 to the National Alliance on Mental Illness of Southern Arizona, an Arizona nonprofit corporation, Tucson, AZ."
Bequest of a percent of the estate
"I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to the National Alliance on Mental Illness of Southern Arizona, an Arizona nonprofit corporation, Tucson, AZ."
Contingent Bequest
"If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to the National Alliance on Mental Illness of Southern Arizona, an Arizona nonprofit corporation, Tucson, AZ."
Charitable Trusts
There are various types of charitable trusts (Charitable Lead Trust, Charitable Remainder Trust) that structure a gift to NAMI Southern Arizona that may also provide a charitable tax deduction, reduction of income/estate tax, and income to the donor (or a beneficiary) over his/her lifetime. Consult your attorney and tax advisor to discuss a charitable trust.
Charitable Gift Annuity
A charitable gift annuity allows you to make a gift of cash or property to NAMI Southern Arizona, get immediate tax benefits and ensure that you or another beneficiary receives fixed quarterly or annual income payments for life. Charitable gift annuities can be structured through the Community Foundation of Southern Arizona.it.
| Planned Giving Brochure |
For more information on Planned Giving, please contact:
H. Clarke Romans, Executive Director
NAMI Southern Arizona
6122 E. 22nd Street
Tucson, AZ 85711
(520) 622-5582
cromans@namisa.org
NAMI Southern Arizona is a 501(c)(3) non-profit organization.
#86-0450977
H. Clarke Romans, Executive Director
NAMI Southern Arizona
6122 E. 22nd Street
Tucson, AZ 85711
(520) 622-5582
cromans@namisa.org
NAMI Southern Arizona is a 501(c)(3) non-profit organization.
#86-0450977