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:

Challenge Grant Program
The Association has recently been selected to participate in a Challenge Grant program. Click here for more information on the program. If you would like to participate in helping the Association with their goal of $100,000 please call Lisa Turner at 918.382.2410 for information on how to get started. If you have already included the Association in your plan, please click on the following gift verification link so that we are able to use your gift towards our goal. All of your information will remain confidential.
Challenge Grant Gift Verification Form

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.