HelpPlanned Giving
Planned Giving
You can be a mental health champion now and for many years to come!
NAMI-NYC in Your Will or Living Trust
When you make a bequest to NAMI-NYC in your will or trust you are leaving a legacy that will have a lasting impact on New Yorkers living with SMI and the people who love them. You can make the greatest impact and ensure that NAMI-NYC can continue to provide its services with a bequest to our general operations. Please let us know the specific amount or percentage of the balance remaining in your estate or trust.
Sample Text: I give _______ (dollar amount or % of estate) to NAMI-NYC, a not-for-profit organization, with its principal offices located at 307 W. 38th Street, 8th Floor New York, NY 10018-2913. Tax ID #13-3077692. This gift should be used for (NAMI-NYC’s ongoing mental health efforts or program). This gift is unrestricted in its use and purpose.
Charitable Gift Annuities
Charitable Gift Annuities (CGA) are gifts that give back. An annuity allows you to make a generous gift to NAMI-NYC and in return you and/or another beneficiary will receive a reliable, fixed stream of income for the rest of your life. You may also be eligible to claim a partial charitable tax deduction when you set up your charitable gift annuity. Please speak with your financial advisor to learn more.
How it Works:
- Donate $10,000 or more in cash, securities or other property.
- You and/or your beneficiary can begin receiving payments immediately (if you are 60 or older) or defer payments for a year or more. Your payment rate will never change, no matter how the market fluctuates. The longer the deferral period, the higher your rate will be.
Charitable Remainder Trust
If you have built a sizable estate and are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals with income each year for life or a period not exceeding 20 years from assets you give to the trust you create. You will receive an immediate tax deduction for part of your contribution to the trust and save on capital gains taxes when you fund it with appreciated securities. At the end of the trust term, the balance in the trust goes to NAMI-NYC. Please note that NAMI-NYC does not manage these trusts for donors.
Beneficiary Designation
By naming NAMI-NYC as a beneficiary of your IRA/retirement account, life insurance policy, or financial account, you make the most tax-efficient gift you can while saving other less taxed assets for your loved ones.
Non-Cash Asset Options
Give Through A Donor Advised Fund (DAF)
By making a grant designation from your Donor Advised Fund (DAF), you are making an immediate impact on the New Yorkers who rely on NAMI-NYC’s programs and services. To give through your DAF, use the GivingBlock app below or here.