Stocks & Bonds

You can transfer appreciated securities to TMHA and TMHA will sell those securities and use the proceeds for the purpose you specify.

You receive gift credit and an immediate income-tax deduction for the fair market value of the stock or securities—no matter what you originally paid for them. PLUS: you pay no capital-gains tax on the securities you donate.

How does it work?

It's easy. To make a stock gift contact your brokerage firm and instruct them to wire transfer a specified number of shares from your account to:

Transitions-Mental Health Association
784 High Street
San Luis Obispo, CA 93401
Tax ID Number: 95-3509040

Please have them contact Michael Kaplan, Community Engagement Director at or (805) 540-6513 for all deposit account details.

« Back to Planned Giving

Stay in Touch

Sign up for the TMHA Newsletter, 'The Journey', and stay in touch with current events, community, family, work, and much more!