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Gifts of Retirement Plans
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How It Works
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You name Mental Health America as the beneficiary
of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan at your death passes to MHA tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to MHA through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support Mental Health America when you are gone.
More
For more information
If you are considering a gift of a retirement plan, email us, complete the personal illustration form, or call us at (703) 838-7533.
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