Planned Giving
beneficiary designations
A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Kate and Chet Bell

Kate and Chet Bell

It may not surprise anyone that Kate and I decided to include SMA Healthcare Foundation in our estate plan. After all, I have worked at SMA as an employee and consultant for more than 30 years. We know, from personal experience, that SMA Healthcare Foundation is a fierce advocate for people experiencing behavioral illnesses ranging from addiction to schizophrenia. We also know that The Foundation does what it's supposed to do - professionally create and manage financial resources to fund a lasting stream of revenue supporting SMA Healthcare's programs and clients. The Foundation is led by highly competent professionals and funding decisions are made by a volunteer Board of Directors who have a deep understanding of our community's behavioral health needs. Kate and I are proud to put a portion of our estate in these competent hands to help sustain quality behavioral healthcare that saves and improves lives.


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