Legacy Giving
YOUR LEGACY TO THE MENTAL HEALTH MOVEMENT
A gift to Mental Health America through your will or other estate plan lets you continue your support of MHA in its future efforts as America’s leading national advocacy organization and well into its second century of existence. A gift to MHA offers potential tax benefits to you, to your estate and/or to your heirs. Prior to making any decision about a planned gift, please be sure to consult your attorney and other professional advisors.
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Life Insurance
You may make MHA the beneficiary of one or more life insurance policies. If your financial and family circumstances have changed through the years, you may be able to now designate MHA as a beneficiary. You may designate MHA as the beneficiary of a new or an existing life insurance policy.
Retirement Plan
You may leave a percentage portion or the entire balance of an IRA account or a 401k Plan to MHA.
Bequest in Will
When you make or update your will, or by codicil to your will, you may designate a bequest to MHA of a specific dollar amount, a percentage of what is left after your other bequests, or a designated item of property or investment (eg. publicly traded stock).
Charitable Lead Trust
You may create a Charitable Lead Trust and transfer property or investments to the trust for a set period of time. The annual earnings from the trust would go to MHA. When the trust terminates, the property and investments would be transferred to your designated beneficiaries. There is a possibility of being able to reduce or bypass gift and estate taxes using this vehicle.
Charitable Remainder Trust
You may create a trust and transfer to it property and investments. The income from the trust would be paid to you or another lifetime income beneficiary for a designated period or for your life, and at your death the balance of the property and investments would go to MHA.
Your Legacy
Please consider your legacy to Mental Health America and the mental health movement and make it possible for MHA to continue to inform, support and enable mental wellness and emphasize recovery from mental illness.
For further information contact:
Taylor Rhodes
2000 N Beauregard St, 6th Floor
Alexandria, VA 22311
trhodes@mentalhealthamerica.nete
(703) 838-7533
PLEASE NOTE: Neither Mental Health America nor any of its employees will provide any legal, tax or investment advice. Any prospective donor should obtain such advice from his or her legal, tax or other professional advisor.
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