These planned gift opportunities can provide financial and tax benefits to you and your family, while helping to secure the future of Mental Wellness Center. Be sure to consult with your attorney, tax accountant or financial advisor before deciding on the best gift strategy for your individual and family circumstances.
For more information or to request recommended bequest language, please contact us at (805) 884-8440 ext. 6319 or send an email today to email@example.com.
Polly Mack was a loving concerned mother who attended parent support groups at the Mental Wellness Center while her son Phillip participated as a member of the Fellowship Club. Phillip was a charming man who enjoyed the activities offered through the Mental Wellness Center.
Phillip was in his late 50s when Polly passed away. As a result of careful planning, Polly’s trust was set up to assist her son during his remaining life, and the Mental Wellness Center was named as the ultimate beneficiary. When Phillip passed away in 2014, 100 percent of the remaining trust assets came to the Mental Wellness Center as Polly’s legacy gift to the organization that had served both her and her son during their lifetimes.
This wonderful gift included both real estate and investments and was a transformational gift for the Mental Wellness Center. The Mental Wellness Center received the gift of the Mack home and due to astute management by the Mental Wellness Center Board of Directors, this home was sold and the proceeds, plus investments, were used to acquire a larger home that was able to serve ten Mental Wellness Center clients and fund long-term rentals for 17 clients. The Mental Wellness Center was also able to pay off debt, increase cash flow, and build a healthy reserve fund that helps to protect and sustain the organization today.
The new house, purchased in 2017, is called Polly’s House, and carries on the special legacy of Polly Mack and her beloved son Phillip who will long be remembered by all who benefit today and in the future from their generosity.
If you would like to learn more about how gifts of real estate can help fund the future of the Mental Wellness Center, please contact Annmarie Cameron, CEO, at (805) 884-8440 ext. 6319, or via email at firstname.lastname@example.org.
The Circle of HOPE is a legacy society that honors the visionary supporters who commit to a future gift of any size through their estate plans and/or who make a gift now of $25,000 or more to the Circle of HOPE Fund at the Mental Wellness Center. Your gift will sustain the Mental Wellness Center’s mission and programs for those in need of our supportive and caring services.
Future gift provisions may include: bequests in wills and trusts, beneficiary designations in retirement and insurance plans, and irrevocable provisions in special needs trusts, charitable remainder trusts, and charitable lead trusts. These gifts, when realized, will build the Circle of HOPE Fund to ensure that the Mental Wellness Center’s mission and services endure to serve future generations.
Your membership involves no dues, obligations, or solicitations, but it does allow us to thank and recognize you for the plans you have made, as it may inspire generosity in others.
Benefits of membership in the Circle of HOPE include: recognition in appropriate Mental Wellness Center publications, on our website, and on our donor wall featured in our lobby at the Mental Wellness Center office. Benefits also include early invitations to special events and special recognition at our Annual Mental Wellness Center Luncheon.
Perhaps the most important benefit the Circle of HOPE membership provides is the satisfaction of knowing you are making a lasting impact on improving mental wellness in our community.
“As a board member and a mental health professional in the community, I have seen firsthand the important and valuable work done by the Mental Wellness Center. Using a tax-wise IRA beneficiary designation, I have made provisions for the Mental Wellness Center in my estate plans, knowing that my future legacy gift will support their mission of offering education, advocacy and housing for those living with mental illness. I am proud to be a member of the Circle of HOPE and invite others to join me!”
“I have been associated with the Mental Wellness Center for twenty years, and am also a long-term NAMI member who appreciates the beneficial relationship between these two important organizations that foster positive changes in the lives of countless individuals and their families living with mental illness. To help ensure the continued success of these two great community assets, my wife and I have become members of the Circle of HOPE by including a bequest for the Mental Wellness Center and NAMI Santa Barbara County in our estate plans. We encourage all our Mental Wellness Center and NAMI friends to consider a legacy gift as well.”