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Appreciated Securities

How It Works

You transfer securities to Mental Health America.

MHA sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

  • You pay no capital gains tax on the securities you donate.

  • You can direct your gift to a specific fund or purpose.

  • You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits MHA later.

More

For more information

If you are considering a gift of appreciated securities, email us, complete the personal illustration form, or call us at (703) 838-7533.
Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Deferred Gift Annuity Charitable Lead Trust Pooled Income Fund Remainder Annuity Trust Remainder Unitrust FLIP Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Partnership Interests Real Estate Retirement Plan
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