Mental Wellness Center's Bequest Language

A planned gift through your estate plans can help to secure the long-term financial viability of the Mental Wellness Center and sustain its ability to continue empowering individuals, adults, and families in our community. The easiest planned gift is a simple bequest that names Mental Wellness Center as a beneficiary in your Will or Living Trust. When realized, your bequest will help to sustain a valuable community legacy for generations to come.

A bequest can leave to the Mental Wellness Center a fixed dollar amount, a percentage, or the residue of your estate. The amount you designate will pass to charity free of estate tax. Suggested language for your attorney to use as follows:

A. Fixed Amount of Money or a Designated Property

"I give, devise, and bequeath to the Mental Health Association in Santa Barbara County (D.B.A. Mental Wellness Center), located at 617 Garden Street, in Santa Barbara, California, $_____."

(Or describe the real or personal property, including exact location).

B. Percentage of the Estate

"I give, devise, and bequeath to the Mental Health Association in Santa Barbara County (D.B.A. Mental Wellness Center), located at 617 Garden Street, in Santa Barbara, California, _____% of my estate."

C. Residual Bequest

"All the residue of my estate, including real and personal property, I give, devise, and bequeath to the Mental Health Association in Santa Barbara County (D.B.A. Mental Wellness Center), located at 617 Garden Street, in Santa Barbara, California."

Federal Tax Identification # 95-1962659

Contact Us

Please contact us if you have any questions about how to make a bequest to Mental Wellness Center or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for Mental Wellness Center in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.