Planned Giving

A bequest is an excellent way to provide a legacy gift to Momentum for Mental Health. This provides you the opportunity to take care of your loved ones first and also support the causes that matter to you most.

Bequests can be for specific dollar amounts or for a percentage of your estate. You will receive an estate tax charitable deduction for the full amount of your cash bequest to Momentum or the fair market value of other donated assets.

Information you may need:

Full Legal Name: Momentum for Mental Health
Legal Address: 438 North White Road, San Jose, CA 95127
Tax ID: 94-1496052

We have partnered with FreeWill to make planned giving an easy and simple process. Click here to prepare your will at no cost to you.

This tool is free to you whether you choose to include a gift to Momentum or not, and is meant to support you with documentation that can be presented to your attorney. (If you prefer, you can also use the tool to create a fully valid and legal will).

For more information about planned giving opportunities at Momentum, please contact:

Development Team
408.254.6828
plannedgiving@momentummmh.org