top of page

Legacy & Planned Giving

Wills & Living Trusts

A simple way to make a long-term impact.

​

A gift in your will is a meaningful way to support the Mental Health Association of Indian River County. It is also a simple, flexible and affordable way to help children, adults, veterans, first responders, individuals & families—in YOUR community.

​

You can complete your gift by including just one sentence in your will. And because your gift is not realized until after your lifetime, it costs you nothing today. Finally, if your life or financial circumstances change, you can amend your gift or change your mind at any time.

​

No matter the size, a gift in your will to the Mental Health Association of Indian River County gets us closer to a healthier community.

​

How to Fund Your Gift

​

You can use the following assets to fund a bequest:

  • Cash

  • Appreciated Securities

  • Real Estate

  • Tangible Personal Property

  • Closely Held Stock

Next Steps

  • Contact Amy Wagner at 772-569-9788, Ext. 122 or amy@mhairc.org for additional information on bequests or to chat more about the different options for including the MHA in your will or estate plan.

  • Seek the advice of your financial or legal advisor.

  • If you include MHA in your plans, please use our legal name and federal tax ID.

 

Legal Name:

Mental Health Association in Indian River County
Address:

820 37th Pl • Vero Beach, FL 32960
Federal Tax ID Number:

#59-1693337

Beneficiary Designations

An easy way to help us help others

​

In just a few minutes, you can make a lasting impact at MHA and it won't affect your current budget. Simply name the MHA as a beneficiary of one of your assets, such as the following:

  • IRAs or retirement plan

  • Life insurance policy

  • Commercial annuity

It only takes three steps to make this type of gift. Here's how to name the Mental Health Association in Indian River County as a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.

  2. Decide what percentage (1 to 100) you would like MHA to receive and name us, along with the percentage you chose, on the beneficiary form.

  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

​

How to Fund Your Gift

​

You can use the following assets to fund a bequest:

  • Retirement Plan Assets

  • Life Insurance

  • Commercial Annuities

  • Bank Accounts, Certificates of Deposit or Brokerage Accounts

Next Steps

  • Contact Amy Wagner at 772-569-9788, Ext. 122 or amy@mhairc.org for additional information on bequests or to chat more about the different options for including the MHA in your will or estate plan.

  • Seek the advice of your financial or legal advisor.

  • If you include MHA in your plans, please use our legal name and federal tax ID.

 

Legal Name:

Mental Health Association in Indian River County
Address:

820 37th Pl • Vero Beach, FL 32960
Federal Tax ID Number:

#59-1693337

Beneficiary Designations

Charitable Gift Annuities

Turn your generosity into lifetime income

​

When you are looking for ways to help the Mental Health Association in Indian River County with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support the MHA's work while receiving fixed payments for life is a charitable gift annuity.

​

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with MHA, you can receive a variety of tax benefits, including a federal income tax charitable deduction. 

​

How to Fund Your Gift

​

You can use the following assets to fund a bequest:

  • Cash

  • Appreciated Securities

  • Closely Held Stock

  • Real Estate

  • Tangible Personal Property

Next Steps

  • Contact Amy Wagner at 772-569-9788, Ext. 122 or amy@mhairc.org for additional information on bequests or to chat more about the different options for including the MHA in your will or estate plan.

  • Seek the advice of your financial or legal advisor.

  • If you include MHA in your plans, please use our legal name and federal tax ID.

 

Legal Name:

Mental Health Association in Indian River County
Address:

820 37th Pl • Vero Beach, FL 32960
Federal Tax ID Number:

#59-1693337

Charitable Gift Annuities

Charitable Remainder Trusts

A significant gift

​

If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This gift option allows you to make a significant gift to help break the stigma and receive income payments for your lifetime or a period of years. At the end of the trust term, the balance in the trust goes to the MHA.

​

If you'd prefer that the MHA receives payments and you or your beneficiaries receive the sum remaining at the end of the trust term, then consider a charitable lead trust.

​

A trust may offer you tax benefits as well. There are two ways to receive payments and each has its own benefits:

  • The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

  • The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.

​

Whichever way you choose to give, you'll get us closer to ensuring that everyone gets the help they need when they need it. 

​

How to Fund Your Gift

​

You can use the following assets to fund a bequest:

  • Cash

  • Appreciated Securities

  • Closely Held Stock

  • Real Estate

  • Retirement Plan Assets

  • Tangible Personal Property

Next Steps

  • Contact Amy Wagner at 772-569-9788, Ext. 122 or amy@mhairc.org for additional information on bequests or to chat more about the different options for including the MHA in your will or estate plan.

  • Seek the advice of your financial or legal advisor.

  • If you include MHA in your plans, please use our legal name and federal tax ID.

 

Legal Name:

Mental Health Association in Indian River County
Address:

820 37th Pl • Vero Beach, FL 32960
Federal Tax ID Number:

#59-1693337

Charitable Remainder Trusts

Charitable Lead Trusts

Protect Yourself AND Help Others

 

Do you want to benefit from the tax savings that result from supporting the MHA without giving up the assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust.

 

This gift allows you to make a significant gift to the Mental Health Association in Indian River County and transfer assets to one or more beneficiaries. Income payments from the trust would go to the MHA for a specific number of years. After the term of the trust, the remaining assets go to your beneficiaries. 

 

There are two ways that charitable lead trusts make payments to the MHA:

  1. A charitable lead annuity trust pays a fixed amount each year to Mental Health Association in Indian River County and is more attractive when interest rates are low.

  2. A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to the MHA go up as well.

​

How to Fund Your Gift

​

You can use the following assets to fund a bequest:

  • Cash

  • Appreciated Securities

  • Closely Held Stock

  • Real Estate

Next Steps

  • Contact Amy Wagner at 772-569-9788, Ext. 122 or amy@mhairc.org for additional information on bequests or to chat more about the different options for including the MHA in your will or estate plan.

  • Seek the advice of your financial or legal advisor.

  • If you include MHA in your plans, please use our legal name and federal tax ID.

 

Legal Name:

Mental Health Association in Indian River County
Address:

820 37th Pl • Vero Beach, FL 32960
Federal Tax ID Number:

#59-1693337

Charitable Lead Trusts

Real Estate

Want to make a big gift to MHA without touching your bank account? Consider giving us real estate. Such a generous gift fortifies the fight against hunger for years to come. And a gift of real estate also helps you. When you give MHA appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction. This eliminates capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes or insurance.

Another benefit: You don't have to hassle with selling the real estate. You can deed the property directly to MHA or ask your attorney to add a few sentences in your will or trust agreement.

​

Ways to Give Real Estate:

  • An outright gift

  • A gift in your will or living trust

  • A retained life estate

  • A deferred charitable gift annuity

  • A bargain sale

  • A charitable remainder unitrust

  • A charitable lead trust

  • A donor advised fund

Next Steps

  • Contact Amy Wagner at 772-569-9788, Ext. 122 or amy@mhairc.org for additional information on bequests or to chat more about the different options for including the MHA in your will or estate plan.

  • Seek the advice of your financial or legal advisor.

  • If you include MHA in your plans, please use our legal name and federal tax ID.

 

Legal Name:

Mental Health Association in Indian River County
Address:

820 37th Pl • Vero Beach, FL 32960
Federal Tax ID Number:

#59-1693337

Real Estate
bottom of page