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Planned Giving

What is a planned gift?

During your lifetime, you can legally arrange for portions of your estate to benefit MHA-SF and other causes after your death or after the death of your last named beneficiary, in the form of a planned gift. These benefits can take many forms, including cash, personal property and real estate, stocks, bonds, and life insurance. Through a planned gift, your values and dedication to a cause can be remembered and appreciated long after your death.

To find out more or arrange a planned gift for MHA-SF, please Belinda Lyons, Executive Director, at belinda@mha-sf.org or 415-421-1882.

Types of Planned Gifts

  • Annuity: A gift that pays a fixed amount, either for life or for a fixed number of years
  • Appreciated assets or property: An estate or other items that have increased in monetary value since they were first purchased
  • Charitable Trust: A trust with a charitable or nonprofit organization as beneficiary
  • Deferred giving: Any method of giving that requires the beneficiary to wait a certain amount of time, such as a year, before using the gift
  • Testamentary Trust: A trust created upon a person's death, as outlined in his/her will


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