Gifts of Stocks or Appreciated Assets

Donate stocks, bonds, or mutual funds, that have gained value over time. This can be one of the most tax-efficient ways to give.

• Avoid paying capital gains tax

• Receive a charitable deduction for the full market value

You can potentially give more to Meher Mount than if you sold the assets first and donated the proceeds. This allows you to make a bigger impact at no extra cost.

iRA Qualified Charitable Distributions (QCDs)

Are you 70½ or older? You can give directly from your IRA to Meher Mount—up to $100,000 per year—without counting it as taxable income. Benefits include:

• Counts toward your required minimum distribution (RMD)

• Reduces your taxable income

• Especially helpful if you don’t itemize deductions

Be sure to direct the gift from your IRA custodian to Meher Mount to qualify.

Donor-Advised funds (DAFs)

A Donor-Advised Fund acts like a charitable investment account. You contribute assets, receive an immediate tax deduction, and then you can recommend grants to Meher Mount over time. DAFs offer:

• Simple, flexible giving

• Consolidated tax reporting

• Strategic long-term support

When making a grant recommendation, please list Meher Mount as the recipient.

Employer Matching Gifts

Double — or even triple — the value of your donation.

Many employers match charitable contributions made by their employees. Ask your human resources department or use your company’s donation portal to see if a match is available.

Bequests & Beneficiary Designations

Leave a legacy by naming Meher Mount as a beneficiary in your:

• Will or living trust

• Retirement plan (IRA, 401(k))

• Life insurance policy

• Investment or bank accounts

  These gifts pass directly to Meher Mount, bypassing probate and preserving your estate's efficiency.

Ready to Get Started?

For more information, contact:
Robert Turnage
📧 robert.turnage@mehermount.org
📞 916-837-3907