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Charitable Gift Annuity

How It Works

You transfer cash or securities to Mental Health America.

MHA pays you, or up to two annuitants you name, fixed income for life.

The principal passes to MHA when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of MHA.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and MHA later.

More


For more information

If you are considering a charitable gift annuity, 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.
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