Steps to Take When Considering a Planned Gift

  1. Reflect on Your Values and Goals:
    • Think about the causes you care about and the legacy you want to leave.
    • Consider how a planned gift can help you achieve your philanthropic goals while benefiting NAMI Central Texas.
  2. Choose the Type of Planned Gift:
    • Review the different types of planned gifts available, such as bequests, charitable remainder trusts, and beneficiary designations.
    • Decide which type of gift best aligns with your financial situation and philanthropic objectives.
  3. Consult with a Financial Advisor or Attorney:
    • Seek professional advice to understand the financial and tax implications of your planned gift.
    • Your advisor or attorney can help you structure your gift in a way that maximizes benefits for both you and NAMI Central Texas.
  4. Discuss Your Intentions with NAMI Central Texas:
    • Contact our planned giving representative to discuss your intentions and learn more about how your gift can make a difference.
    • Our team can provide additional information and answer any questions you may have.
  5. Document Your Planned Gift:
    • Work with your advisor or attorney to prepare the necessary legal documents to formalize your planned gift.
    • Include clear instructions and language to ensure your wishes are honored.
  6. Inform NAMI Central Texas of Your Gift:
    • Let us know about your planned gift so we can recognize your generosity and ensure your intentions are properly recorded.
    • We can also invite you to join our Legacy Society, which honors donors who have included NAMI Central Texas in their estate plans.

Importance of Consulting with a Financial Advisor or Attorney

  • Expert Guidance: Professional advisors can provide personalized advice based on your unique financial situation and goals.
  • Maximize Benefits: Advisors can help you structure your gift to take full advantage of tax benefits and other financial advantages.
  • Ensure Compliance: Legal and financial professionals can ensure that your planned gift complies with all relevant laws and regulations, protecting both you and your heirs.

Contact Information

If you have any questions or would like to discuss your planned giving options, please contact our planned giving representative:

We are here to help and provide any additional information you may need. Your generosity can make a lasting impact on the mental health community in Central Texas. Thank you for considering a planned gift to NAMI Central Texas.