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Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help Mental Health America at the same time!

Type of asset: What type of asset do you want to contribute?

Cash or securities

Retirement account (IRA, 401k, 403b)

Life insurance

Real estate

Personal property (art, collectibles, equipment)

Business interest (closely-held stock, partnership interest)

Gift range: What gift range are you considering?

$10,000 - $99,999   

$100,000+

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to MHA.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits MHA later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to MHA later.

Important - Age range of beneficiaries:

35 - 50  

50 - 65  

65+  

A Wealth Transfer Gift that provides a stream of income to MHA now, and leaves the principal tax-free to my heirs later.

Read about your gift. 

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
Resources Frequent Questions Glossary