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Business Interests – Gifts of Closely Held Stock

How It Works

You give shares of closely-held stock to Mental Health America.

MHA offers the stock back to your company for redemption or re-purchase and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of your shares, even if their original value was close to zero.
  • You pay no capital gains tax on any appreciation that has taken place in the shares.
  • Under certain conditions, you may be able to use closely-held shares to fund a life-income arrangement, such as a FLIP Unitrust.
  • You can have the satisfaction of making a significant gift that benefits both you and MHA during your lifetime.

More

For more information

If you are considering a gift of Business Interests, email us, complete the personal illustration form, or call us at (703) 838-7533 so that we can assist you through every step of the process.
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
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