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How to make a legacy gift or give stock

If you would like to discuss a planned gift or bequest, or a gift of stock, please contact Kristine Quinio, Director of Development at (202) 243-7008, or via e-mail at kquinio@nasi.org. We also welcome inquiries from estate planners, attorneys, or brokers.

For gifts of stock, you may need the following information:

National Academy of Social Insurance
1200 New Hampshire Avenue, NW
Suite 830
Washington, DC 20036

Federal Tax-ID / EIN: 52-1451753

Planned or legacy giving is a wise investment for securing an organization’s future. Legacy gifts enable the Academy to:

  • Respond more quickly to challenges facing the nation during extraordinary periods, like the COVID-19 pandemic.
  • Plan long-term for strategic initiatives and invest in critical tools like website design (including adding the latest technologies for accessibility) and virtual meeting tools.  
  • Sustain and build upon our efforts to inform and educate key stakeholders and audiences about the importance of social insurance to America’s economic and societal well-being.

There are many ways to leave a legacy through a planned gift. It can be done through a bequest, life insurance policy, retirement plan, charitable trust, real estate, or any combination of these. A legacy gift can even be designed to obtain current income and estate tax advantages. It can also provide income to you or your loved ones for life. Although many complex options are available, there are simple options easily created through estate planning vehicles.

Sample legacy gift language:

“I [name], of [city, state ZIP], do hereby bequest the sum of $ ____________ or ___________ percent of my estate to the National Academy of Social Insurance, a charitable organization incorporated in the District of Columbia, with a current business address of 1200 New Hampshire Avenue, NW, Suite 830, Washington, DC, 20002, and a tax identification number of 52-1234565, for its unrestricted use and purpose.”

(Note: The above is a sample only. Please consult your estate planning advisor.)

Naming Opportunities: A named gift donation requires a substantial commitment – and provides uniquely tailored opportunity for impact. The Academy’s naming opportunities currently focus on developing the next generation of social insurance leaders. For example:

John Heinz Dissertation Award

Merton Bernstein Internship on Social Insurance

Somers Research Internship on Long-term Care and Aging

Eileen Sweeney Graduate Internship in Disability Policy

Rashi Fein Internship in Health Policy

Congressman Pete Stark Health Policy Internship

Other naming opportunities may be available. Please contact Kristine Quinio, Director of Development, at kquinio@nasi.org or at (202) 243-7008, or William Arnone, Chief Executive Officer, at warnone@nasi.org, or at (202) 243-7007, to inquire. Thank you.