Our planned giving staff is available to discuss your specific goals and answer any questions you may have in person, by phone or by e-mail. Be assured that your contact with us will be private and confidential and that you will never be solicited.
Our staff is also available to speak with your legal and/or financial advisers. After consulting your advisers for professional advice specific to your situation, goals and needs, we can work with them to be sure your goals are fulfilled while furthering our mission. In certain instances, your legacy gift may also provide you with a tax benefit.
Should you wish to make us a part of your legacy, please designate your gift as follows:
Tax ID Number: 95-3509040
Transitions-Mental Health Association
784 High Street San Luis Obispo, CA 93401
TRANSITIONS-MENTAL HEALTH ASSOCIATION (TMHA) is a duly qualified charitable organization within the meaning of section 501(c)(3) of the Internal Revenue Code. TMHA is, accordingly, eligible to receive tax-deductible contributions in accordance with section 170 of the Internal Revenue Code.
Please, consult with your tax adviser to discuss and determine whether your future contribution to TMHA is tax deductible in your own particular circumstances.
If you do not have a Financial Planner or an Estate Planning Attorney, we are happy to recommend one in your area.