Securities and Annuities

Make a larger impact on the health and well-being of the people of our region than you ever thought possible.


Transferring appreciated stocks or bonds to Miller-Dwan Foundation may allow you to avoid capital gains tax while enjoying an income tax deduction for the full market value of the securities. This can allow you to make a larger gift, particularly when gifting highly appreciated securities with a very low-cost basis.

Charitable Trusts & Annuities

Several types of charitable trust arrangements can be used both during life and at death depending on your personal, financial and charitable goals.

We would love to talk with you about your intended gift. Please contact us any time at 218.786.5829 or at if you have questions or ideas or if you need additional information. 

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Together we will realize our shared vision of a community free from mental health crisis.