Giving

Generosity comes in many forms, and it is often the best way for you to support important causes that matter the most to you in your life. When you give to Mentis, you help us make a difference.

Start here by learning the different gift options available to you. We will work with you to find a charitable plan that lets you provide for your family and support Mentis.

Charitable Bequest

I give (if a Will) or The Trustee shall distribute (if a Living Trust) the sum of $_____________; or the following property: _________________; or ________ percent of my estate [or trust estate, if a Living Trust]; or the residue of my estate [or trust estate] to Mentis, Tax ID # 94-1236934, a California non-profit public benefit corporation located in Napa, California. The gift is to be used to [after consultation with Mentis, describe use of gift].

Beneficiary Designations

Passionate about supporting Mentis with our mission even after your lifetime? It’s not only possible, it’s easy to do with a beneficiary designation. Just name Mentis as a beneficiary to receive assets such as retirement plans and life insurance policies after you’re gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give. It’s also flexible—you aren’t locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

Charitable Lead Trust

You can benefit from the tax savings that result from supporting Mentis without giving up the assets that you’d like your family to receive someday with a donation in the form of a charitable lead trust. There are two ways that charitable lead trusts make payments to Mentis:

A charitable lead annuity trust pays a fixed amount each year to Mentis and is more attractive when interest rates are low.

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 Mentis go up as well.

Charitable Remainder Trust

If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. At the end of the trust term, the balance in the trust goes to Mentis. These types of gifts may offer you tax benefits and the option for income. 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.

Charitable Gift Annuity

There’s a way for you to support Mentis and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity. This type of donation can provide you with regular payments and allow us to further our work. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

A charitable gift annuity involves a simple contract between you and Mentis where you agree to make a gift to Mentis and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

You may make a donation by check or credit card via mail. Print out this form, complete and mail to:

Mentis
1272 Hayes Street
Napa, CA 94559

If you have any questions, please contact Charlotte Hajer at [email protected].

Donor advised funds allow you to make a charitable contribution, receive an immediate tax section and then recommend grants from the fund over time, you can contribute to the fund as frequently as you like, and then recommend grants to your favorite charity such as Mentis at a time that makes sense for you. Consult with your financial advisor about the best choice for your unique circumstance.

Gifts of appreciated securities such as stocks and bonds offer substantial tax advantages, such as forgiveness of the tax on capital gains and a charitable income tax deduction for their fair market value. In order to maximize your capital gains savings, we encourage you to transfer securities directly to Mentis rather than selling them and then making a cash donation.

For instructions on the donation of securities, please contact Charlotte Hajer at [email protected].

Make a difference today and save on taxes. It’s possible when you support Mentis through your IRA.

A special opportunity for those 70½ years old and older

You can give any amount (up to a maximum of $100,000) per year from your IRA directly to a qualified charity such as Mentis without having to pay income taxes on the money. Gifts of any value $100,000 or less are eligible for this benefit and you can feel good knowing that you are making a difference at Mentis. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short. Contact your IRA administrator for more information or contact Charlotte Hajer at [email protected]

Mentis has a partnership with a local company, Donate for Charity, Inc. to manage the donation of your car. They will pick up your car, handle all the paperwork and provide you with the largest tax donation possible (http://www.donateforcharity.com/charity-car-donation-form/?charity=Mentis).  Please contact Mentis’ Development Director, Charlotte Hajer, if you have any questions, at [email protected]

Double or triple the impact of your gift to Mentis! Many companies have a matching program that matches part or all of their employees’ gifts to charities. Contact your Human Resource Department to see if your company offers a matching gift program.  Mentis Tax ID: 94-1236934

Many businesses, organizations, schools or individuals desire to host an event or fundraiser to benefit Mentis, Napa’s Center for Mental Health Services. These events are planned and executed by your group or organization. Mentis would be pleased to provide you with any graphic materials needed and post your event on Facebook as well as email to our supporter list. Dine & Donate, Shopping Night, Birthday/anniversary donations instead of gifts, wine club dinner or house party.  For more information, contact Charlotte Hajer at [email protected].