One charitable gift,
a lifetime of benefits

  • Your gift will help Mental Wellness Center fulfill its mission
  • You will enjoy a wide variety of tax benefits
  • You will give back to the causes that mean the most to you
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IRA Beneficiary Gift

IRA Beneficiary Gift

George is a client of the Mental Wellness Center, where he benefits from the daily supportive community of the MWC Fellowship Club. Here he enjoys great friendships and works on his personal mental wellness goals.

His parents, Ralph and Lucy Smith, felt such appreciation for this support of their son, that when they did their retirement planning, they not only established a Special Needs Trust for George, but they named the Mental Wellness Center as the beneficiary of their IRA. Upon their death this past year, MWC received a significant gift of these retirement assets, which were transferred directly to the charity without losing any value to income taxes that would have been due if the IRA were left to heirs

The Mental Wellness Center has added this generous gratitude gift to their Circle of HOPE Fund, to expand the work of the Center in serving Youth, Adults, Families and the Community. For more information on this tax-wise way to give, go to Gift Options.


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