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Gifts of Securities
You can support mental health with a gift of publicly traded securities, mutual funds or stocks.
With a gift of securities, you can help us act before mental illness, so that it doesn’t take hold. You can help keep people out of crisis. Together, we can keep people out of hospitals, both before mental illness can occur, and after a crisis has passed.
Choosing to support CMHA with a gift of securities will help keep people out of the hospital, and support them to thrive and live well in the community. Each and every one of us has mental health, whether or not we have a mental illness. Good mental health is about more than access to healthcare. Basic needs such as housing, food and secure employment are at the foundation of wellness.
A gift of securities, including stocks, stock options or bonds, is an easy way for you to make a current or deferred gift.
By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
You can give now by downloading the form below, or in the future, as part of your estate and Will planning.
Please send your form or any questions to [email protected], or call Sharbani Roy at 416-646-5557 x24993.
Once we receive the transfer of your stocks and securities, a charitable tax receipt will be issued to you for the fair market value. The fair market value is dependent on the closing price for when the gift has been received.
The information we have provided is general and is not intended to be a substitute for professional advice. CMHA National strongly recommends that you seek advice from your financial advisor and/or lawyer and family to determine if the gift of securities is right for you.