National Alliance on Mental Illness
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(800) 950-NAMI; firstname.lastname@example.org
Making a Charitable Gift of Appreciated Stock to NAMI
A gift of appreciated stock, bonds, or mutual funds can provide a greater tax benefit to you than gifts of cash. See "How to Transfer a Gift of Stock to NAMI".
For an illustration of the benefit, consider this example:
If your year-end giving involves gifts of securities, remember these gifts can save you taxes in two ways -- you receive a charitable deduction and you avoid the capital gains tax on the gift. And if your securities have depreciated (i.e. if the net value is less than what you paid for them originally) you can sell them and give the proceeds to NAMI. This allows you to claim the loss when you file your taxes next April and take the charitable deduction for the amount of your gift.
Please call NAMI’s development office at 1-800-999-6264, extension 7970 or email Jennifer Barton to discuss the simple process of donating other securities such as mutual funds or bonds, and to inquire about special gift strategies involving stock options or restricted stocks. And when you call, ask our development office about our Leadership Alliance Giving Club.
Also, please consider making a secure online donation to NAMI now with a major credit card.
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