Planned Giving

There are various ways that you can make a sustained or planned gift to Transform Mid-Atlantic, including through a donor-advised fund, the transfer of stock or other securities, and planned giving.

GIVE FROM YOUR DONOR-ADVISED FUND 

If you have a Fidelity Charitable or Schwab Charitable donor-advised fund, you may initiate a grant to Transform Mid-Atlantic. Contact Executive Director Madeline Yates for more information. 

TRANSFER STOCK OR OTHER SECURITIES

Giving appreciated stock or mutual funds can benefit you and TMA by avoiding all the capital gains tax while giving you a deduction for the full value of the stock. Transform Mid-Atlantic works with a preferred broker to provide both TMA and our donors with the highest level of service. These relationships enable us to record your gifts and put them to work as quickly as possible. Contact Executive Director Madeline Yates to learn how to make a gift of appreciated securities. 

MAKE A PLANNED GIFT

You can make a legacy to TMA which benefits you, your spouse, and/or your estate. These gifts can be made with cash, stock, or real estate. Contact Executive Director Madeline Yates for more information about how gift planning can help you achieve your goals and support Transform Mid-Atlantic's ongoing mission in Maryland, DC, Delaware, West Virginia, and Northern Virginia.