PLANNED GIVING

A planned gift to the Mental Health Association in Tulsa will help ensure the continued availability of our many services and programs. There are many ways you can bequest a gift from your estate. Some examples are:

Bequest
You can make a charitable gift by naming The Mental Health Association in Tulsa a beneficiary in your will.

Life Income Gift
You can irrevocably transfer some assets to the Association now, and in return, you receive income for life.

Gift of Life Insurance
If you have a life insurance policy you no longer need, one that was purchased years ago to provide for children or other family members, you can donate the policy to the Association.

Pooled Income Fund
Your gift of money, marketable securities, or both is invested together with similar gifts from other supporters.

Charitable Lead Trust
Individuals with very large estates can use a charitable lead trust to benefit the Association and pass principal to family members with little or no tax penalty.

Gifts of Retirement Plans
Your IRA assets can be transferred to a charitable remainder trust. The trust will provide life income to your named beneficiary, and then an eventual gift to the Mental Health Association in Tulsa.

For more information on planned giving and to find out which plan would best suit your needs, please contact your attorney.