“Planting the Seeds” of Planned Giving for NAMI’s Future · 2018. 10. 1. · “Planting the...
Transcript of “Planting the Seeds” of Planned Giving for NAMI’s Future · 2018. 10. 1. · “Planting the...
The Voice
A message from Marie Bloom Deckert, NAMI PBC Board of Directors
If you are reading this November issue of The Voice, you are already a NAMI “believer”. In whatever way you were first introduced to our life-enhancing, life-saving mission—either through NAMI Family-to-Family, a phone call to one of our caring staff, or maybe through a persistent friend or family member who invited you to a NAMI event or program—please know we are honored and grateful that you are here!
You know how critical your financial and volunteer efforts are to everyone affected by mental illness—those diag-nosed, and their friends and families. You already have a signifi-cant giving history with NAMI throughout the year—serving and funding our annual Destination Dinner, putting a NAMIWalks team together, or purchasing tickets, providing in-kind supplies, or soliciting gift certificates for our NAMI Annual Luncheon. THANK YOU for making a difference for the 1 in 5 individuals in our community diagnosed with a mental illness TODAY!
Many of you have expressed your wish to help NAMI PBC carry out its mission and provide for this cause which is so meaningful to you. The simple, but powerful answer is through Planned Giving, which plays a crucial role in helping nonprofits like NAMI diversify their sources of income and ensure long-term financial health. Here are some October 2016 statistics from CASE (Council for Advancement and Support of Educa-tion), suggesting that NAMI PBC is now in an ideal place to for-malize its own Planned Giving Program:
73 percent of planned gift donors are already supporters, volunteers, alumni, or family members
The probability of making a planned gift increases when donors reach age 45-50
More than half of current planned giving donors are from the “Silent” & “Baby Boomer” generations
The 80/20 rule applies: 80 percent of planned giving comes from 20 percent of major donors
Some Planned Giving Options for NAMI PBC’s future support:
Bequest: A gift made through your will or trust—it can be a percentage of your estate, a set dollar amount, or a par-ticular asset (your home, artwork, jewelry, etc.)
Contingent Beneficiary: As a contingent beneficiary of assets which you have designated for a loved one, should that person no longer be alive at the time of your death
“Planting the Seeds” of Planned Giving for NAMI’s Future
November 2018
Issue XI, Vol. VIII
5205 Greenwood Ave., Ste 110 West Palm Beach, FL 33407
561-588-3477 www.namipbc.org
IRA, Keogh, or Other Qualified Retirement Plans: As a beneficiary of assets remaining in one of these plans after your lifetime
Life Insurance Policies: As a Life Insurance Beneficiary to fund our future work
Your attorney/financial consultant is in the best position to recommend which approach is best for you.
In 2018 NAMI PBC became the beneficiary of an extraordinary opportunity that will help us carry out our mission for many years through the generosity of Margaret C. Donnelley and The Donnelley Family. NAMI PBC’s board of directors approved the endowment fund, which will be admin-istered by The Community Foundation of Palm Beach and Mar-tin Counties.
By definition, an endowment fund is an invest-ment fund established where the principal amount is invested in perpetuity so that a nonprofit organization can benefit from the income on a long-term basis.
Shortly after it was initially funded, several more individuals and foundations learned of this endowment and generously added to it. As of October 15, 2018—only three months after its inception—the NAMI of Palm Beach County Endowment, Margaret C. Donnelley Fund of the Community Foundation for Palm Beach and Martin Counties holds $145,409! Your gift—of any amount—can be added and to-gether we can watch this endowment grow!
If you are considering making a planned gift to NAMI PBC, please contact Lori McInerney, NAMI PBC Development Coordinator, at [email protected] or 561-323-2771 (direct), 561-588-3477 (NAMI office), or visit www.namipbc.org.
If you would like to make a donation to the NAMI of Palm Beach County Endowment, Margaret C. Donnelley Fund of the Community Foundation, please contact the Community Foundation at 561-659-6800 or www.yourcommunityfoundation.org/nami.
Your planned gift will help us to carry on our mission for many years to come!
SAVE THE DATES
Nov 07 – Sip & Shop at Sequin (p. 2)
Nov 14 – Peer Council—Lake Worth Playhouse (p. 4)
Nov 22 & 23 – NAMI PBC Office Closed
Nov 28 – NAMI Annual Meeting (p. 2)
Dec 09 – NAMI Peer Council Meeting (p. 4)
Dec 13 – 2018 NAMI Annual Luncheon
Dec 13 – Peer Council—Clematis (p. 4)
Jan 23 – General Meeting: Financial Planning (p. 6)
*See p. 9 for support group listings
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In September, NAMI PBC served 654 individuals
We answered 140 family calls
205 attended NAMI Presentations
06 attended NAMI Peer-to-Peer Course
30 attended NAMI Family-to-Family Course
17 attended NAMI Family Support Groups
144 attended NAMI Connection Groups
19 attended the NAMI Y oung Adults Group
21 Teens Mentored, 13 Adults Mentored
89 participated in NAMI Peer Council and
NAMI On Wednesday activities
NAMI Annual Meeting
Wednesday, November 28, 2018
6:00-8:00 p.m.
Common Grounds Coffee Bar
12 South J Street, Lake Worth, FL 33460
Join us for the NAMI Annual Meeting to vote for the
Board of Directors and to socialize with your NAMI
friends!
See pages 7-8 for the Board candidates!
Sip & Shop at Sequin!
Wednesday, November 7, 2018
5:30-7:30 p.m.
Sequin
219 Worth Avenue, Palm Beach, FL 33480
Please join us at a reception honoring the
NAMI Palm Beach County
2018 Annual Luncheon Committee
Kindly RSVP: 561-328-8405
15% of the evening’s proceeds will benefit
NAMI PBC!
IN A CRISIS
Mobile Crisis: Mobile Crisis provides emergency intervention, de-escalation, screening and assessment for individuals
who are in emotional distress. As a family member or close friend, you can call Mobile Crisis and discuss the situation
with them. They will help to determine the best course of action. It may involve them going to the individual’s home
to assess the situation. Based on the assessment, they may recommend community treatment, or they can arrange to
have the individual hospitalized. Mobile Crisis services are available 24 hours a day, 7 days a week.
Palm Beach County has three Mobile Crisis Units:
Jerome Golden Mobile Crisis (northern part of county): 561-383-5777; (Glades area): 561-992-8707
South County Mobile Crisis (southern part of county): 561-637-2102
Calling 911: If you find that the situation has escalated to a point of crisis, call 911, describe your situation and ask for
a CIT-trained officer. The Crisis Intervention Team completes a week-long training developed nationally by NAMI and
the police to improve responses to people in crisis. Many local officers have participated in this training.
Questions / Need Resources? When you are looking for support finding resources, or to develop a crisis contingency plan, you can call NAMI PBC’s
Certified Recovery Peer Specialist (Family Support), Sue Gordon at 561-588-3477. Sue is available during regular busi-
ness hours to help you identify resources in your area within Palm Beach County.
Page 3
Train the Brain
Resources
NAMI PBC participated in the
Train the Brain campaign, spon-
sored by Palm Health Foundation.
The goal of Train the Brain is to
change the conversation around
brain health by helping Palm
Beach County residents under-
stand that taking care of the brain
is just as important as taking care
of the body.
NAMI participants took the Brain
Health Pledge, attended the NAMI
Book Club for Hardwiring Happi-
ness, attended a TMS lecture, and
joined in NAMIWalks as part of
the campaign.
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NAMI ON WEDNESDAY (N.O.W.) Drop In
11:00 a.m. - 4:00 p.m. Drop In for Arts & Crafts, Games, Socializing & more!
NAMI Lake Worth Office, 1520 10th Ave. N., Ste. D, Lake Worth, FL 33460 For more information, call the NAMI office at 561-588-3477.
Join us Wednesday, November 14th, for Birthday Celebrations!
Peer Council
Upcoming Peer Council Events
Peer Council Meeting Sunday, December 9th
1:00—3:00 p.m. 1520 10th Ave N
Lake Worth, 33460 Pizza & Football
*No meeting in November
Lake Worth Playhouse Barefoot in the Park
Wednesday, November 14th 7:30 p.m.
713 Lake Ave. Lake Worth, 33460
The NAMI PBC Peer Council
enjoyed an afternoon on
the intracoastal during the
Delray Yacht Cruise Trip in
October.
This annual trip is one of
our most popular activities!
Make sure to reserve your
spot early next year!
Sandi the Sand Tree Thursday, December 13th
6:00—8:00 p.m. Intersection of
Flagler & Clematis Downtown West Palm Beach
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Thank you so much to all of our volunteers, team captains, walkers
who have made NAMIWalks 2018 such a success!
Thank you to our NAMIWalks sponsors:
Boca/Delray
Page 6
Education
Calling All Parents
Did your child show signs of mental illness while in school? Do you want to help educate other
parents and school staff about the early warning signs of mental health conditions, and where to
go for help?
NAMI PBC is seeking parents to lead the NAMI Ending the Silence presentation for school staff and parents. If you are interested in volunteer-
ing , please contact the NAMI PBC office for more information at 561-588-3477 or send us an email
at: [email protected].
Your Dependent With Special Needs: Making Their Future More Secure
Presenters: Douglas A. Vogel and Michelle Hollister, ESQ.
Wednesday, January 23rd, 2019
6:00-8:00 p.m. NAMI West Palm Beach Office 5205 Greenwood Ave, Ste. 110
West Palm Beach, FL 33407 RSVP: 561-588-3477
NAMIWalks 2018
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NAMI PBC 2018 Board Election Candidates
NAMI PBC members vote Nov 28th at the NAMI Annual Meeting. See page 2 for more details.
Dr. Kelly Everson:
Dr. Kelly Everson, Florida licensed psychologist, is co-owner and at Palm Beach Behavioral Health and Wellness (PBBHW). Additionally, Dr. Everson serves as the Training Director for PBBHW’s psychology training programs.
Dr. Everson specializes in psychotherapy and assessment of children, adolescents and families. She is experienced in group therapy with adolescents and parents, individual therapy with chil-dren, adolescents and adults, and family therapy. Dr. Everson leads the Autism Spectrum Clinic at PBBHW. She has worked with a variety of presenting problems, including Attention-Deficit/Hyperactivity Disorder, mood disorders, peer pressure, and bullying. She has extensive experi-ence completing full psychological and psycho-educational evaluations with children and adoles-cents, and often attends Individualized Education Plan meetings for her clients. Dr. Everson is a certified facilitator in John Gottman’s “Bringing Baby Home” program for new parents and regu-larly holds parenting workshops and classes in the community.
Dr. Everson received her Bachelor’s degree in biology and psychology from the University of Wis-consin—Madison and continued her education at the Illinois School of Professional Psychology in Chicago, earning a Master’s and Doctorate in Clinical Psychology with a specialization in Family Psychology.
Alison Bourdeau:
Alison Bourdeau has worked with children and their families for the past 16 years in the capacity of special educator, counselor, case manager, researcher, and advocate. Alison is currently a Clinical Support Specialist at Florida Atlantic University’s Center for Autism & Related Disabilities, providing consultation, training, and support to teens and adults with Autism Spectrum Disorder (ASD).
She enjoys serving on the Board of Directors for NAMI PBC, as well as participating in other com-munity initiatives such as the Baker Act Task Force. Decreasing the stigma and increasing aware-ness of mental health issues are of great importance to her. Alison is a doctoral candidate in Counselor Education at Florida Atlantic University and is completing research related to young adults with ASD and the impacts of social connectedness.
Alison holds master’s degrees in both Early Childhood Special Education and Marriage and Family Therapy from the University of Miami.
Ashley Cooper:
Ashley Cooper has held a variety of roles in the field of mental health, including individual and family therapist, substance abuse counselor, assistant clinical director, and pediatric mental health therapist. She has also challenged herself by running groups for sex offenders, with the belief that working with this population can assist in the reduction of recurring offenses. Ashley is currently working as a contract clinical therapist for Legacy Behavioral Health Center, as well as a Graduate Assistant for the instruction of Master’s level counseling students at Florida Atlantic University (FAU).
Ashley is also a member of Counselors for Social Justice and the American Counseling Associa-tion. She is in her final year of course work as a doctoral student in the Counselor Education pro-gram at FAU and is completing research on teen dating violence, gender bias, and the impacts of continuing education and leadership roles within the role of parenthood. In addition to her work as a therapist and in academia, Ashley is a proud mother of an eight-year-old daughter, who she credits as her main source of motivation.
Ashley holds a Master’s of Science in Applied Psychology from Lynn University, and a Bachelor of Arts from the University of Miami.
Page 8
Matthew Kochman:
Matthew Kochman is a Vice President at Morgan Stanley in Boca Raton, Florida. He focuses on working with clients to meet their long-term financial goals and dreams. He helps clients create a customized financial plan which provides the road map toward a successful future and retirement. He graduated from Vanderbilt University in 2001 with a Bachelor of Science and a Master’s Degree.
In his free time Matt enjoys spending time with his family, playing tennis, golf, skiing, and exercising. He donates his time to NAMI and recently joined the NAMI PBC Board of Direc-tors. He lives in Boynton Beach with his wife Brooke and twin daughters Maggie and Julia.
Matt has been a top fundraiser for NAMIWalks for the past several years.
Scott Fine:
Scott Fine’s involvement with NAMI began in 2008 as a family-involved member. Since then, Scott has seen his loved one through to recovery. Scott came to Palm Beach County from New Jersey, where he was a Board Member of his local NAMI affiliate, and State Board Trustee for NAMI New Jersey. Since 2009, Scott has taught NAMI Family-to-Family to hundreds of families. Scott continues to volunteer, and also speaks openly where mental health intersects the law, the courts, and for veterans. Scott is also trained to facilitate NAMI Family Support Group and NAMI Smarts for Advocacy.
NAMI’s advocacy work is important to Scott in helping families regain the rights, privileges and social respect all individuals with mental health conditions deserve. By advocating for and being outspoken about mental health issues, Scott feels he can serve people who have no practice or ability to do it for themselves. Recently, Scott has advocated for issues of child and adolescent psychiatry.
Ladi March:
Ladi March is an entrepreneur at heart. Ladi has had the wonderful opportunity to explore the world of small business ownership. Ms. March is a Florida licensed General Contractor. Special-izing in Contract Management, she has secured her place as majority owner of BrinMar Construction and Development Group (BCDG, Ltd). Ladi has been featured in The Business Journal for spearheading efforts advocating for small business ownership among minorities, the hard-to-employ, and veterans entering the civilian workforce.
Ladi is equally passionate about pursuing opportunities to advocate and secure resources for the mental health community. This passion was fueled by her son’s mental health diagnosis, and her determination to help him create and live the very best life possible. She founded a 501(c)3 nonprofit organization, Mind Over Matter, to raise awareness and provide support to both individuals and families living with mental illnesses in underserved communities.
No stranger to hard work, Ladi has been successful in balancing the workload that goes hand-in-hand with growing two very different businesses. Eager to spread encouragement and offer advice to the vast number of women business owners, Ladi makes every effort to share both her experiences and the knowledge she has gained over the last decade with anyone interest-ed in moving into entrepreneurial capacities.
NAMI PBC 2018 Board Election Candidates
NAMI PBC members vote Nov 28th at the NAMI Annual Meeting. See page 2 for more details.
NAMI Support Groups
Page 9
NOTE: Support groups are subject to change. Please call NAMI Palm Beach County at 561-588-3477 to confirm details.
For information about other local support groups, please call
NAMI Palm Beach County at 561-588-3477.
NAMI Connection Peer Recovery Support
NAMI Young Adults Support Group
NAMI Family Support Group
NAMI on Wednesdays Drop In Center
Lake Worth (NAMI Office)
1520 10th Ave. N, Suite D, Lake Worth, 33460
Saturdays, 4:00 p.m.—5:30 p.m.
Saturdays, 6:00 p.m.—7:30 p.m.
Delray (South County Mental Health Ctr, Toole Bldg.)
16158 S Military Trail, Delray Beach, 33484
Mondays, 2:45 p.m.—3:45 p.m.
Lake Worth (NAMI Office)
1520 10th Ave N, Ste D, Lake Worth, 33460
First 3 Fridays each month, 6:00 p.m.—7:30 p.m.
Lake Worth (NAMI Office)
1520 10th Ave N, Ste D, Lake Worth, 33460
Wednesdays, 11:00 a.m.—4:00 p.m.
Boca Raton (East) (Boca Raton Community Center)
150 Crawford Blvd., Boca Raton, 33432
2nd Wednesday, 6:30 p.m.—8:00 p.m.
Boca Raton (West) (West Boca Library)
18685 N. State Road 7, Boca Raton, 33498
1st Thursday, 6:30 p.m.—8:00 p.m.
Delray Beach (Fair Oaks Pavilion, Classroom D)
5440 Linton Blvd., Delray Beach, 33446
2nd Tuesday, 7:00 p.m.—8:30 p.m.
Jupiter (Southeast Florida Behavioral Health Network)
140 Intracoastal Pointe Dr., Ste 208, Jupiter, 33477
3rd Wednesday, 6:30 p.m.—8:00 p.m.
Go Paperless Stay up to date with NAMI PBC online. Contact the office at 561-588-3477 to learn more.
Non-Profit Organization
US Postage Paid
West Palm Beach, FL
Permit No. 1327
National Alliance on Mental Illness Palm Beach County
Mollie Wilmot Center—Palm Health Pavilion
5205 Greenwood Avenue, Suite 110
West Palm Beach, FL 33407
Or Current Resident
MEMBERSHIP: Regular $40 Open Door $5
Household $60 (for household membership please contact the NAMI PBC office to add family members)
SPONSORSHIP: Professional $65 Corporate $250
DONATION: $____________________
Mail to:
5205 Greenwood Ave., Ste. 110
West Palm Beach, FL 33407
You can also donate online through
our secure PayPal at: namipbc.org
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NAMI Membership includes 3 levels: Affiliate, State & National. NAMI is a 501(c)(3) non-profit, charitable organization—contributions are tax-deductible to the fullest extent allowed by law. Together, we can continue to fight for all those affected by mental illness. PLEASE NOTE: In order for NAMI PBC to receive
your full donation, please send your donation to the NAMI PBC office. Thank you!
Contributions benefit NAMI PBC, a not for profit tax exempt organization. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION OF NAMI PBC (CH 6498), MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES AT WWW.800HELPFLA.COM OR BY CALLING
TOLL FREE 1-800-435-7352 WITHIN THE STATE OF FLORIDA. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMEN-
DATION BY THE STATE. NAMI PBC receives 100% of each contribution.
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