Ways to Give | Gift of Stock or Planned Gift or Bequest
Support from generous donors makes the Academy’s work to protect and strengthen social insurance possible.
Rather than supporting individual programs in isolation, your investment sustains a portfolio of initiatives that work in concert to build a more just and inclusive social insurance future. These efforts inform public debate, influence policy, and strengthen the network of experts, advocates, and stakeholders committed to advancing economic security and well-being across generations.
Your support has a tangible and lasting impact by powering initiatives such as:
- The Task Force on Artificial Intelligence and Disability guides ethical, inclusive AI use at the Social Security Administration— improving access for millions relying on disability benefits, including SSDI and SSI.
- The Social Security Rapid Response Collaborative is a cross-sector alliance defending Social Security from political threats and misinformation—protecting vital benefits for millions of Americans.
- The Disability Economic Policy and Research Consortium convenes 50+ groups to advance disability justice and shape inclusive economic policies that improve opportunity and financial security for all. Click here for more information.
- The Social Security Speakers Bureau uplifts expert voices and lived experience to inform the national dialogue, counter misinformation, and build public understanding of what American’s want for the future of Social Security.
- The Academy’s Senior Fellows Program engages national experts to shape research, inform policymaking, advance solutions, and strengthen public understanding of social insurance.
- The Academy Internship Program provides paid, career-launching opportunities for emerging leaders in social insurance policy—offering hands-on experience, mentorship, and lasting connections.
The Academy is a 501(c)(3) nonprofit organization. All donations are tax-deductible.
To discuss sponsorship opportunities or request a sponsorship prospectus, please contact us at partnerships@nasi.org.
Ways to Give
There are many ways to support the Academy’s work. If you have any questions about giving, please contact us at partnerships@nasi.org.
Online Giving: Make a one-time or monthly gift by credit card. Donate in honor or memory of a mentor, colleague, or loved one. For wire transfers or ACH payments, email partnerships@nasi.org.
Donation by Check: Mail checks or money orders to:
National Academy of Social Insurance
1152 15th St. NW Suite 530
Washington, DC 20005
Academy Members: Members can include a donation when renewing annual dues.
Corporate Matching Gifts: Many employers match charitable donations. Ask your HR office if your gift can be matched.
Donor-Advised Funds (DAFs): Recommend a grant through your DAF to support the Academy’s mission. IRA assets may also be used to fund a DAF.
IRA Charitable Contributions (RMD/QCD): If you are over 72, you can donate up to $100,000 from your IRA to the Academy tax-free. This satisfies your Required Minimum Distribution (RMD) and can reduce your taxable income.
Gifts of Stock: For gifts of stock, you may need:
National Academy of Social Insurance
1152 15th St. NW Suite 530
Washington, DC 20005
Federal Tax ID (EIN): 52-1451753
Planned Giving
Introduction
The National Academy of Social Insurance (the Academy) recognizes planned giving as an important component of the organization’s long-term sustainability and institutional strength. Legacy gifts and other deferred charitable contributions allow donors to support the Academy’s mission in meaningful and lasting ways while helping ensure the organization’s future capacity to advance research, education, and policy leadership.
Planned gifts often reflect a donor’s long-term connection to an organization and belief in its future impact. As the Academy continues to strengthen its fundraising and philanthropic infrastructure, planned giving offers an opportunity to deepen donor engagement and build long-term financial resilience.
This policy is intended to provide practical guidance for the review and acceptance of planned gifts and complex charitable contributions. It outlines the types of gifts the Academy is generally prepared to accept, identifies gift arrangements that may require additional review, and establishes internal considerations related to stewardship, administration, and organizational risk.
General Approach
The Academy welcomes charitable gifts that align with the organization’s mission, values, and long-term strategic priorities. In evaluating any planned gift opportunity, the Academy will balance donor intent with responsible financial and operational stewardship:.
- Whether the proposed gift can be reasonably administered by the organization;
- Any legal, financial, tax, or reputational risks associated with the asset or arrangement;
- The costs associated with accepting or managing the gift;
- Whether outside legal counsel, financial advisors, trustees, or third-party administrators may be needed;
- Whether the gift supports the Academy’s long-term sustainability and strategic goals.
Types of Gifts the Academy is Prepared to Accept
The Academy is prepared to accept a range of charitable gifts commonly used in philanthropic, estate, and financial planning. These gifts may include both current and deferred contributions and are generally considered manageable within The Academy’s existing administrative and financial infrastructure.
Estate Gifts
Anyone can name the Academy in their long-range plans, including their will or trust, by providing their advisor or financial account administrator with the following information:
“I hereby give to The National Academy of Social Insurance a not-for-profit organization (Tax ID: 52-1451753) with offices at 1152 15th St. NW Suite 530, Washington, DC 20005 the sum of $_______; or _______% of the residual of my estate to be used for general support.”
Outright Gifts
The Academy may accept outright charitable contributions, including:
- Cash contributions;
- Checks and wire transfers;
- Credit card or electronic payments;
- Publicly traded securities and gifts of stock;
- Qualified charitable distributions (QCDs) from retirement accounts;
- Donor-Advised Fund grants; and
- Employer matching gifts.
These gifts are generally straightforward to administer and may be processed through the Academy’s standard finance procedures.
Bequests and Beneficiary Designations
The Academy may be named as a beneficiary through estate planning documents or financial account designations, including:
- Bequests through wills or revocable living trusts;
- Traditional IRA accounts;
- Roth IRAs;
- SEP IRAs;
- 401(k) and 403(b) plans;
- Life insurance policies;
- Payable-on-Death (POD) accounts; and
- Transfer-on-Death (TOD) accounts.
Donors may designate the Academy as a full, partial, residual, or contingent beneficiary. These arrangements are generally straightforward to administer and do not typically require separate agreements with the Academy.
Complex Gifts and Additional Review
Certain planned giving arrangements involve more significant legal, financial, administrative, or fiduciary considerations. While the Academy may consider these gifts, additional review will be required before acceptance.
Examples of complex gift arrangements may include:
- Charitable Gift Annuities (CGAs);
- Charitable Remainder Trusts (CRTs);
- Charitable Lead Trusts (CLTs);
- Pooled Income Funds;
- Closely held business interests;
- Privately held securities;
- Life insurance policies involving ownership transfer;
- Cryptocurrency or digital assets; and
- Other non-cash or illiquid assets.
Gifts the Academy Generally Will Not Accept:
At this time, the Academy generally does not intend to accept direct gifts of:
- Real estate (dependent on the condition);
- Tangible personal property, including artwork, collectibles, or vehicles;
- Assets carrying environmental liability;
- Assets requiring substantial ongoing maintenance or management;
- Illiquid assets that cannot be reasonably administered or liquidated.
Stewardship, Recognition, and Confidentiality
The Academy recognizes that planned gifts often represent donors’ deeply personal, long-term commitments. The organization is committed to honoring donor intent, maintaining appropriate stewardship practices, and protecting donor confidentiality.
Recognition associated with planned gifts will be determined in consultation with the donor and may include:
- Legacy or recognition societies;
- Annual reports;
- Stewardship communications; or
- Campaign and fundraising materials.
The Academy will respect requests for anonymity and maintain appropriate confidentiality regarding estate intentions, financial arrangements, and donor documentation.
The Academy also reserves the right to decline or discontinue public recognition, naming opportunities, or donor acknowledgments if circumstances arise that could materially harm the organization’s reputation, conflict with The Academy’s mission and values, or otherwise create significant organizational risk.
To begin the conversation, contact us at partnerships@nasi.org or (202) 452-8097.
Disclaimer
This policy is intended solely as internal organizational guidance and does not constitute legal, financial, or tax advice. Donors should always be encouraged to consult their own professional advisors regarding charitable and estate planning decisions.
The generosity of our supporters sustains our mission, expands our impact, and helps build a more secure and inclusive economy for all.