CINXE.COM

<!DOCTYPE html><html lang="en"><head><meta charSet="utf-8"/><meta name="viewport" content="width=device-width,initial-scale=1.0"/><title>Stocks, securities, & mutual funds - Planned Giving - American Nurses Foundation</title><meta name="description" content=""/><link rel="canonical" href="https://nursingworld.mygiftlegacy.org/gifts/stocks-securities-mutual-funds/"/><meta name="robots" content="index, follow"/><meta property="og:type" content="article"/><meta property="og:title" content="Stocks, securities, & mutual funds - Planned Giving - American Nurses Foundation"/><meta property="og:description" content="Donate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes."/><meta property="og:url" content="https://nursingworld.mygiftlegacy.org/gifts/stocks-securities-mutual-funds/"/><meta property="og:site_name" content="Planned Giving - American Nurses Foundation"/><meta name="next-head-count" content="11"/><link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png"/><link rel="icon" type="image/png" sizes="32x32" href="/favicon-32x32.png"/><link rel="icon" type="image/png" sizes="16x16" href="/favicon-16x16.png"/><link rel="manifest" href="/site.webmanifest"/><link rel="preconnect" href="https://fonts.googleapis.com"/><link rel="preconnect" href="https://fonts.gstatic.com" crossorigin="anonymous"/><link rel="preconnect" href="https://fonts.gstatic.com" crossorigin /><link rel="preload" href="/_next/static/css/0b49f6ad59d654bf.css" as="style"/><link rel="stylesheet" href="/_next/static/css/0b49f6ad59d654bf.css" data-n-g=""/><noscript data-n-css=""></noscript><script defer="" nomodule="" src="/_next/static/chunks/polyfills-78c92fac7aa8fdd8.js"></script><script src="/_next/static/chunks/webpack-91e4d7af6dfda032.js" defer=""></script><script src="/_next/static/chunks/framework-6dd3bf7463386647.js" defer=""></script><script src="/_next/static/chunks/main-3e4d589d65859c4c.js" defer=""></script><script src="/_next/static/chunks/pages/_app-d926ad84ef9cd21d.js" defer=""></script><script src="/_next/static/chunks/pages/%5B...wordpressNode%5D-49171d87f1db8a17.js" defer=""></script><script src="/_next/static/oHwzMls9RHqOPVQZC_Hbt/_buildManifest.js" defer=""></script><script src="/_next/static/oHwzMls9RHqOPVQZC_Hbt/_ssgManifest.js" defer=""></script><style data-href="https://fonts.googleapis.com/css2?family=Montserrat:ital,wght@0,100..900;1,100..900&display=swap">@font-face{font-family:'Montserrat';font-style:italic;font-weight:100;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jq6R8aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:200;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jqyR9aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:300;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jq_p9aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:400;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jq6R9aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:500;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jq5Z9aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:600;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jq3p6aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:700;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jq0N6aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:800;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jqyR6aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUFjIg1_i6t8kCHKm459Wx7xQYXK0vOoz6jqw16aXw.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:100;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCtr6Uw9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:200;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCvr6Ew9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:300;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCs16Ew9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:400;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCtr6Ew9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:500;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCtZ6Ew9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:600;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCu170w9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:700;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCuM70w9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:800;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCvr70w9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:normal;font-weight:900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUHjIg1_i6t8kCHKm4532VJOt5-QNFgpCvC70w9.woff) format('woff')}@font-face{font-family:'Montserrat';font-style:italic;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUQjIg1_i6t8kCHKm459WxRxC7m0dR9pBOi.woff2) format('woff2');unicode-range:U+0460-052F,U+1C80-1C88,U+20B4,U+2DE0-2DFF,U+A640-A69F,U+FE2E-FE2F}@font-face{font-family:'Montserrat';font-style:italic;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUQjIg1_i6t8kCHKm459WxRzS7m0dR9pBOi.woff2) format('woff2');unicode-range:U+0301,U+0400-045F,U+0490-0491,U+04B0-04B1,U+2116}@font-face{font-family:'Montserrat';font-style:italic;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUQjIg1_i6t8kCHKm459WxRxi7m0dR9pBOi.woff2) format('woff2');unicode-range:U+0102-0103,U+0110-0111,U+0128-0129,U+0168-0169,U+01A0-01A1,U+01AF-01B0,U+0300-0301,U+0303-0304,U+0308-0309,U+0323,U+0329,U+1EA0-1EF9,U+20AB}@font-face{font-family:'Montserrat';font-style:italic;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUQjIg1_i6t8kCHKm459WxRxy7m0dR9pBOi.woff2) format('woff2');unicode-range:U+0100-02AF,U+0304,U+0308,U+0329,U+1E00-1E9F,U+1EF2-1EFF,U+2020,U+20A0-20AB,U+20AD-20C0,U+2113,U+2C60-2C7F,U+A720-A7FF}@font-face{font-family:'Montserrat';font-style:italic;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUQjIg1_i6t8kCHKm459WxRyS7m0dR9pA.woff2) format('woff2');unicode-range:U+0000-00FF,U+0131,U+0152-0153,U+02BB-02BC,U+02C6,U+02DA,U+02DC,U+0304,U+0308,U+0329,U+2000-206F,U+2074,U+20AC,U+2122,U+2191,U+2193,U+2212,U+2215,U+FEFF,U+FFFD}@font-face{font-family:'Montserrat';font-style:normal;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUSjIg1_i6t8kCHKm459WRhyyTh89ZNpQ.woff2) format('woff2');unicode-range:U+0460-052F,U+1C80-1C88,U+20B4,U+2DE0-2DFF,U+A640-A69F,U+FE2E-FE2F}@font-face{font-family:'Montserrat';font-style:normal;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUSjIg1_i6t8kCHKm459W1hyyTh89ZNpQ.woff2) format('woff2');unicode-range:U+0301,U+0400-045F,U+0490-0491,U+04B0-04B1,U+2116}@font-face{font-family:'Montserrat';font-style:normal;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUSjIg1_i6t8kCHKm459WZhyyTh89ZNpQ.woff2) format('woff2');unicode-range:U+0102-0103,U+0110-0111,U+0128-0129,U+0168-0169,U+01A0-01A1,U+01AF-01B0,U+0300-0301,U+0303-0304,U+0308-0309,U+0323,U+0329,U+1EA0-1EF9,U+20AB}@font-face{font-family:'Montserrat';font-style:normal;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUSjIg1_i6t8kCHKm459WdhyyTh89ZNpQ.woff2) format('woff2');unicode-range:U+0100-02AF,U+0304,U+0308,U+0329,U+1E00-1E9F,U+1EF2-1EFF,U+2020,U+20A0-20AB,U+20AD-20C0,U+2113,U+2C60-2C7F,U+A720-A7FF}@font-face{font-family:'Montserrat';font-style:normal;font-weight:100 900;font-display:swap;src:url(https://fonts.gstatic.com/s/montserrat/v26/JTUSjIg1_i6t8kCHKm459WlhyyTh89Y.woff2) format('woff2');unicode-range:U+0000-00FF,U+0131,U+0152-0153,U+02BB-02BC,U+02C6,U+02DA,U+02DC,U+0304,U+0308,U+0329,U+2000-206F,U+2074,U+20AC,U+2122,U+2191,U+2193,U+2212,U+2215,U+FEFF,U+FFFD}</style></head><body><div id="__next"><a class="SkipToMain_skipToMainLink__Q8R6t" href="#main">Skip to main content</a><div class="d-none d-lg-block homepage-link Header_homepageLink__ohKC2"><div class="Header_homepageLinkContainer__NwHJ7 container-fluid"><div> <ul class="customTopBar wp-block-list"> <li><a href="https://www.nursingworld.org/" target="_blank" rel="noreferrer noopener">www.nursingworld.org</a></li> </ul> </div></div></div><nav id="mainNav" class="Header_navbar__h5IsX sticky-top navbar navbar-expand-lg navbar-light"><div class="Header_navbarContainer__KTPb2 navbar-container container-fluid"><header><a href="/" class="Header_navbarBrand__nVxTG navbar-brand"><img src="https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Headerlogo.png" alt="" height="274" width="1200" class="me-2 me-md-3 img-fluid"/><div class="Header_pgHomeLink__zguNQ ps-2 ps-md-3">Planned Giving</div></a></header><button aria-controls="offcanvasNavbar-expand-lg" type="button" aria-label="Toggle navigation" class="Header_navToggle__wQsbJ navbar-toggler collapsed"><span class="navbar-toggler-icon"></span></button><div id="offcanvasNavbar-expand-lg" class="Header_offcanvas__3PgyM offcanvas offcanvas-end" aria-labelledby="offcanvasNavbarLabel-expand-lg"><div class="Header_offcanvasHeader__tMIAW offcanvas-header"><a href="/" class="Header_navbarBrand__nVxTG navbar-brand"><img src="https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Headerlogo.png" alt="" height="274" width="1200" id="offcanvasNavbarLabel-expand-lg" class="me-2 me-md-3 img-fluid"/><div class="d-block d-lg-none ps-2 ps-md-3 Header_pgHomeLink__zguNQ">Planned Giving</div></a><button type="button" class="btn-close" aria-label="Close"></button></div><div class="offcanvas-body"><div class="justify-content-lg-end flex-grow-1 navbar-nav"><div class="Header_navWrapper__N55H2 d-lg-flex"><div class="Header_navItem__7tX6W dropdown nav-item"><a id="react-aria-:Rcmfl6:" aria-expanded="false" role="button" class="d-flex justify-content-between dropdown-toggle nav-link" tabindex="0" href="#">Gifts for the future <span></span></a></div><div class="Header_navItem__7tX6W dropdown nav-item"><a id="react-aria-:Rd6fl6:" aria-expanded="false" role="button" class="d-flex justify-content-between dropdown-toggle nav-link" tabindex="0" href="#">Gifts that pay you back <span></span></a></div><div class="Header_navItem__7tX6W dropdown nav-item"><a id="react-aria-:Rdmfl6:" aria-expanded="false" role="button" class="d-flex justify-content-between dropdown-toggle nav-link" tabindex="0" href="#">Tax-smart gifts <span></span></a></div></div></div><div class="Header_mobileHomeLink__G8YYB d-lg-none"><div> <ul class="customTopBar wp-block-list"> <li><a href="https://www.nursingworld.org/" target="_blank" rel="noreferrer noopener">www.nursingworld.org</a></li> </ul> </div></div><a role="button" tabindex="0" href="https://www.freewill.com/americannursesfoundation?utm_source=partner&utm_medium=fwpg&utm_campaign=americannursesfoundation_mobile-header" class="Header_navWillButton__a3AvL d-lg-none btn btn-primary">Make your will for free</a></div></div></div></nav><main id="main" class="page"><div class="SimplePageIntro_banner__QHW94 SimplePageIntro_condensed__MVw6x"><div class="SimplePageIntro_generalHeaderWrapper__c2LhQ container-fluid"><div class="row"><div class="undefined order-2 align-self-center col"><h1>Stocks, securities, & mutual funds</h1><div> <p>Donate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.</p> </div><a role="button" tabindex="0" href="https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner&utm_medium=fwpg&utm_campaign=americannursesfoundation_tax-smart-gifts_top-button" target="_blank" class="mt-3 btn btn-primary">Donate stock online</a></div></div></div></div><section class="ExpandedGiftPageGifts_giftPageSection__zxsXU"><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR ExpandedGiftPageGifts_giftPageIntroContainer__eTEn5 container-fluid"><div class="ExpandedGiftPageGifts_giftIntro__69q3k row"><div class="undefined order-2 order-md-1 col-xxl-5 col-md-6 col-12"><h2>About gifts of stocks, securities, & mutual funds</h2><div> <p>Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you鈥檝e had the assets for more than one year.</p> <p>Give appreciated assets now and enjoy the benefits, or <a href="/beneficiary-designations">add us as a beneficiary</a> of these assets and eliminate estate and inheritance tax, making the most of your gift.</p> </div></div><div class="undefined ExpandedGiftPageGifts_giftImg__ry8yZ order-1 order-lg-2 col-xxl-7 col-md-6 col-12"><div><span></span></div></div></div></div><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR container-fluid"><div class="ExpandedGiftPageGifts_giftFacts__R4VjQ row"><div class="ExpandedGiftPageGifts_benefits__wy81T undefined col-md-6 col-12"><div><h2>Benefits</h2> <ul> <li>Gifts of assets can often save you far more on taxes than gifts of cash</li> <li>Avoid all capital gains taxes</li> <li>Receive an income tax deduction for the value of the assets (if you鈥檝e had them for more than a year)</li> <li>Make an immediate impact on our mission</li> </ul> </div></div><div class="ExpandedGiftPageGifts_howItWorks__tOpW4 undefined col-md-6 col-12"><div><h2>How it works</h2> <ol> <li>Use <a href="https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner&utm_medium=fwpg&utm_campaign=americannursesfoundation_tax-smart-gifts">this tool</a> to transfer appreciated securities directly to us (and avoid all capital gains taxes).</li> <li>Receive a tax receipt for the value of the assets.</li> <li>The securities are sold and the funds put directly to use for greatest impact.</li> </ol> </div><p><a href="#contactForm">Contact us for more information</a></p></div></div></div><div class="ExpandedGiftPageGifts_giftPageSectionContainer__N_DmR ExpandedGiftPageGifts_calloutContainer__XyQ_z container-fluid"><div class="ExpandedGiftPageGifts_callout__qdKXU row"><div class="col-12"><h3>Don鈥檛 wait to make an impact, donate stock today</h3><div><p><span style="font-weight: 400;">This easy-to-use, secure online tool makes donating stock simple for our supporters.</span></p> </div><a role="button" tabindex="0" href="https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner&utm_medium=fwpg&utm_campaign=americannursesfoundation_tax-smart-gifts_callout" target="_blank" class="btn btn-primary">Donate stock</a></div></div></div></section><div class="bg-light pb-5"><div id="contactForm" class="ContactInfo_contactInfoContainer__g0ver container-fluid"><div class="row"><div class="ContactInfo_contactInfo__mT5R3 col-12 col-md-6 col"><h2>We鈥檙e here to help you meet your goals!</h2><div> <p>Our team would be happy to speak with you in confidence about your giving goals, with no obligation.</p> <div class="wp-block-group"><div class="wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained"> <p><span class="visually-hidden">Name: </span>Alicia Cocco</p> <p><span class="visually-hidden">Title :</span>Development Manager</p> <p>Phone: <a href="tel:800-284-2378">800-284-2378</a></p> <p>Email: <a href="mailto:alicia.cocco@ana.org">alicia.cocco@ana.org</a></p> </div></div> <p>Already included us in your estate plan? <a href="https://www.freewill.com/record/americannursesfoundation?utm_source=partner&utm_medium=fwpg&utm_campaign=americannursesfoundation_contact-form">Let us know</a></p> </div></div><div class="col-12 col-md-6 col"><div aria-label="Fill out the form below to contact our team."><form novalidate="" class="ContactForm_contactForm__IOvIW"><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="firstName">First name</label><input required="" placeholder="First" title="First Name" type="text" id="firstName" class="form-control" value=""/><div class="invalid-feedback">Please enter your first name.</div></div><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="lastName">Last name</label><input required="" placeholder="Last" title="Last name" type="text" id="lastName" class="form-control" value=""/><div class="invalid-feedback">Please enter your last name.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="email">Email address</label><input required="" placeholder="Email" title="Email address" type="email" id="email" class="form-control" value=""/><div class="invalid-feedback">Please enter your email address.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="subject">Subject</label><select required="" title="Subject/Inquiry" class="form-select" id="subject"><option value="" selected="">What are you inquiring about?</option><option value="Gifts in a will or trust">Gifts in a will or trust</option><option value="Beneficiary designations">Beneficiary designations</option><option value="Charitable gift annuities">Charitable gift annuities</option><option value="Charitable remainder trusts">Charitable remainder trusts</option><option value="Pooled income funds">Pooled income funds</option><option value="Charitable lead trusts">Charitable lead trusts</option><option value="Stocks, securities and mutual funds">Stocks, securities and mutual funds</option><option value="Cryptocurrency">Cryptocurrency</option><option value="QCDs from an IRA">QCDs from an IRA</option><option value="Donor-advised funds">Donor-advised funds</option><option value="Other">Other</option></select><div class="invalid-feedback">Please select an inquiry.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><label class="form-label visually-hidden" for="message">Message</label><textarea required="" placeholder="Message" style="height:200px" title="Message" id="message" class="form-control"></textarea><div class="invalid-feedback">Please enter a message.</div></div></div><div class="ContactForm_contactFormRow__Ox9Xo row"><div class="ContactForm_contactFormCol__pTsqg col"><button type="submit" class="btn btn-primary">Request more information</button></div></div></form></div></div></div></div><section class="MoreWays_moreGifts__oJCZg"><div class="MoreWays_moreGiftsContainer__q3rTm container-fluid"><h2>More ways to make an impact</h2><div class="MoreWays_moreGiftsRow__8Ct7h MoreWays_giftRow__E_S4M flex-nowrap flex-md-wrap justify-content-md-center row"><div class="MoreWays_moreGiftsCol__nKamF col-md-4 col-9"><div class="h-100 card"><div class="PopularGiftCard_cardBody__HoukH d-flex flex-column align-items-start card-body"><div class="PopularGiftCard_iconWrap__ZSZsB"><span></span></div><h3 class="h4 card-title">Gifts in a will or trust</h3><div class="PopularGiftCard_cardText___KUj9 card-text"> <p>Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).</p> </div><a role="button" tabindex="0" href="/will-and-trust/" class="mt-auto card-link btn btn-outline-primary">Learn more</a></div></div></div><div class="MoreWays_moreGiftsCol__nKamF col-md-4 col-9"><div class="h-100 card"><div class="PopularGiftCard_cardBody__HoukH d-flex flex-column align-items-start card-body"><div class="PopularGiftCard_iconWrap__ZSZsB"><span></span></div><h3 class="h4 card-title">Beneficiary designations</h3><div class="PopularGiftCard_cardText___KUj9 card-text"> <p>Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you鈥檙e below the estate tax threshold.</p> </div><a role="button" tabindex="0" href="/beneficiary-designations/" class="mt-auto card-link btn btn-outline-primary">Learn more</a></div></div></div><div class="MoreWays_moreGiftsCol__nKamF col-md-4 col-9"><div class="h-100 card"><div class="PopularGiftCard_cardBody__HoukH d-flex flex-column align-items-start card-body"><div class="PopularGiftCard_iconWrap__ZSZsB"><span></span></div><h3 class="h4 card-title">Gifts that pay you back</h3><div class="PopularGiftCard_cardText___KUj9 card-text"> <p>Give assets while providing yourself or others with income for a period of time or distributions at a later date.</p> </div><a role="button" tabindex="0" href="/gifts-that-pay-you-back/" class="mt-auto card-link btn btn-outline-primary">Learn more</a></div></div></div></div></div></section></div></main><footer class="Footer_footer__RNJA1"><div class="Footer_footerContainer__mKWTm container-fluid"><div class="Footer_footerRow__6L8g5 row"><div class="Footer_branding__rYanU ps-lg-0 col-lg-4 col-md-3 col-12"><a class="Footer_logo__FWtCf footer-logo" href="https://www.nursingworld.org"><img src="https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Footerlogo.png" alt="Planned Giving - American Nurses Foundation" height="274" width="1200" class="img-fluid"/></a><div class="Footer_taxId__ohuV4">Tax ID: <span>13-1893924</span></div></div><div class="pe-lg-0 col-lg-8 col-md-9 col-12"><div class="row"><div class="col-6"><ul class="list-unstyled row"><li class="mb-4 col-md-6 col-12"><span class="Footer_linkColHeader__Ss6dj">Gifts for the future</span><ul class="list-unstyled"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/will-and-trust" target="_self">Will and trust</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/beneficiary-designations" target="_self">Beneficiary designations</a></li></ul></li><li class="mb-4 col-md-6 col-12"><a class="Footer_linkColHeader__Ss6dj" href="/gifts-that-pay-you-back" target="_self">Gifts that pay you back</a><ul class="list-unstyled"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/charitable-gift-annuities/" target="_self">Charitable gift annuities</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/charitable-remainder-trusts/" target="_self">Charitable remainder trusts</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/pooled-income-funds/" target="_self">Pooled income funds</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/charitable-lead-trusts/" target="_self">Charitable lead trusts</a></li></ul></li></ul></div><div class="col-6"><ul class="list-unstyled row"><li class="mb-4 mb-lg-0 col-md-6 col-12"><a class="Footer_linkColHeader__Ss6dj" href="/tax-smart-gifts" target="_self">Tax-smart gifts</a><ul class="list-unstyled mb-lg-0"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/stocks-securities-mutual-funds/" target="_self">Stocks, Securities, and Mutual Funds</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/cryptocurrency/" target="_self">Cryptocurrency</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/qualified-charitable-distributions-from-your-ira/" target="_self">QCDs</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="/gifts/donor-advised-funds/" target="_self">Donor-Advised Funds</a></li></ul></li><li class="mb-4 mb-lg-0 col-md-6 col-12"><span class="Footer_linkColHeader__Ss6dj">Get in touch</span><ul class="list-unstyled mb-lg-0"><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="#contactForm" target="_self">Contact us</a></li><li class="mt-2"><a class="Footer_linkColLink__FW9gD" href="https://www.linkedin.com/company/american-nurses-association" target="_self">LinkedIn</a></li></ul></li></ul></div></div></div></div></div><div class="Footer_disclaimerWrapper__Pj2RH container-fluid"><div class="Footer_disclaimer__uOI8J disclaimer"><div> <div class="wp-block-columns row justify-content-between align-items-center about logos is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex"> <div class="wp-block-column col-12 col-md is-layout-flow wp-block-column-is-layout-flow"> <p class="logo">Powered by <a href="https://www.freewill.com" target="_blank" rel="noreferrer noopener">FreeWill</a></p> </div> <div class="wp-block-column col-auto is-layout-flow wp-block-column-is-layout-flow"> <p class="badges"><a href="https://www.trustpilot.com/review/www.freewill.com" target="_blank" rel="noreferrer noopener"><img decoding="async" class="wp-image-197" style="width: 80px; height:37px;" src="https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/trustpilot.png" alt="Trustpilot logo"></a><a href="https://www.bbb.org/us/ny/new-york/profile/legal-document-help/freewill-co-0121-87151863" target="_blank" rel="noreferrer noopener"><img decoding="async" class="wp-image-196" style="width: 80px; height:30px;" src="https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/bbb.png" alt="Better Business Bureau accredited business"></a><a href="https://www.w3.org/WAI/WCAG2AA-Conformance" target="_blank" rel="noreferrer noopener"><img decoding="async" class="wp-image-449" style="width: 80px;height:29px;" src="https://fwpgprod.wpengine.com/wp-content/uploads/2023/07/wcag-21.png" alt="WCAG 2.1 Level AA compliant"></a></p> </div> </div> <p class="about">FreeWill鈥檚 no-cost estate planning and non-cash giving tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues. <a href="https://www.freewill.com/about" target="_blank" rel="noreferrer noopener">About FreeWill</a></p> <p>Copyright 漏 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney鈥檚 advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill鈥檚 services is subject to the <a href="https://www.freewill.com/terms" target="_blank" rel="noreferrer noopener">Terms of Service</a> & <a href="https://www.freewill.com/privacy" target="_blank" rel="noreferrer noopener">Privacy Notice</a>.</p> <p class="security">Your data is encrypted and we never sell your personal information. <a href="https://www.freewill.com/security" target="_blank" rel="noreferrer noopener">Security policy</a></p> </div></div></div></footer></div><script id="__NEXT_DATA__" type="application/json">{"props":{"pageProps":{"__SEED_NODE__":{"__typename":"Expanded_gift_page","uri":"/gifts/stocks-securities-mutual-funds/","id":"cG9zdDo2NTY=","databaseId":656,"isContentNode":true,"slug":"stocks-securities-mutual-funds","contentType":{"__typename":"ContentNodeToContentTypeConnectionEdge","node":{"__typename":"ContentType","name":"gifts"}},"template":{"__typename":"DefaultTemplate","templateName":"Default"}},"__TEMPLATE_QUERY_DATA__":{"expandedGiftPage":{"__typename":"Expanded_gift_page","title":"Stocks, securities, \u0026 mutual funds","pageSubhead":"\n\u003cp\u003eDonate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.\u003c/p\u003e\n","partnerHomepage":"https://www.nursingworld.org","partnerWillLandingPage":"https://www.freewill.com/americannursesfoundation","partnerDefaultUtmParams":"?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation","taxId":"13-1893924","seo":{"__typename":"PostTypeSEO","title":"Stocks, securities, \u0026 mutual funds - Planned Giving - American Nurses Foundation","metaDesc":"","canonical":"https://nursingworld.mygiftlegacy.org/gifts/stocks-securities-mutual-funds/","metaRobotsNofollow":"follow","metaRobotsNoindex":"index","opengraphType":"article","opengraphTitle":"Stocks, securities, \u0026 mutual funds - Planned Giving - American Nurses Foundation","opengraphDescription":"Donate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.","opengraphImage":null,"opengraphUrl":"https://nursingworld.mygiftlegacy.org/gifts/stocks-securities-mutual-funds/","opengraphSiteName":"Planned Giving - American Nurses Foundation","twitterTitle":"","twitterDescription":"","twitterImage":null},"featuredImage":{"__typename":"NodeWithFeaturedImageToMediaItemConnectionEdge","node":{"__typename":"MediaItem","altText":"stocks intro","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/11/Stocks-intro.svg","caption":null}},"associatedGiftType":{"__typename":"Expanded_gift_page_associated_gift_type_connectionEdge","node":{"__typename":"Gift_page_gift","title":"About gifts of stocks, securities, \u0026 mutual funds","content":"\n\u003cp\u003eMany people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you鈥檝e had the assets for more than one year.\u003c/p\u003e\n\n\n\n\u003cp\u003eGive appreciated assets now and enjoy the benefits, or \u003ca href=\"/beneficiary-designations\"\u003eadd us as a beneficiary\u003c/a\u003e of these assets and eliminate estate and inheritance tax, making the most of your gift.\u003c/p\u003e\n","sectionId":"securities","howItWorks":"\u003ch2\u003eHow it works\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eUse \u003ca href=\"https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner\u0026amp;utm_medium=fwpg\u0026amp;utm_campaign=americannursesfoundation_tax-smart-gifts\"\u003ethis tool\u003c/a\u003e to transfer appreciated securities directly to us (and avoid all capital gains taxes).\u003c/li\u003e\n\u003cli\u003eReceive a tax receipt for the value of the assets.\u003c/li\u003e\n\u003cli\u003eThe securities are sold and the funds put directly to use for greatest impact.\u003c/li\u003e\n\u003c/ol\u003e\n","benefits":"\u003ch2\u003eBenefits\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eGifts of assets can often save you far more on taxes than gifts of cash\u003c/li\u003e\n\u003cli\u003eAvoid all capital gains taxes\u003c/li\u003e\n\u003cli\u003eReceive an income tax deduction for the value of the assets (if you鈥檝e had them for more than a year)\u003c/li\u003e\n\u003cli\u003eMake an immediate impact on our mission\u003c/li\u003e\n\u003c/ul\u003e\n","whoItsFor":"","addContactLink":true,"whatSubjectLine":{"__typename":"Gift_page_gift_what_subject_line_connectionEdge","node":{"__typename":"Contact_form_subject","title":"Stocks, securities and mutual funds"}},"calloutTitle":"Don鈥檛 wait to make an impact, donate stock today","calloutText":"\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThis easy-to-use, secure online tool makes donating stock simple for our supporters.\u003c/span\u003e\u003c/p\u003e\n","calloutCtaLabel":"Donate stock","calloutCtaLink":"https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation_tax-smart-gifts_callout","calloutCtaLabel2":"","calloutCtaLink2":"","calloutText2":"","calloutTitle2":""}},"moreWaysToMakeAnImpact":{"__typename":"Expanded_gift_page_more_ways_to_make_an_impact_connection","nodes":[{"__typename":"Popular_gift","callToActionText":"Learn more","callToActionUrl":"/will-and-trust/","content":"\n\u003cp\u003eDonations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).\u003c/p\u003e\n","title":"Gifts in a will or trust","icon":{"__typename":"Popular_gift_icon_connectionEdge","node":{"__typename":"MediaItem","altText":"scroll icon","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/Scroll-1.svg"}}},{"__typename":"Popular_gift","callToActionText":"Learn more","callToActionUrl":"/beneficiary-designations/","content":"\n\u003cp\u003eGifting assets not covered by your will \u0026#8212; like 401(k) or IRA accounts \u0026#8212; may help your heirs avoid unwanted taxes, even if you鈥檙e below the estate tax threshold.\u003c/p\u003e\n","title":"Beneficiary designations","icon":{"__typename":"Popular_gift_icon_connectionEdge","node":{"__typename":"MediaItem","altText":"beneficiaries icon","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/Beneficiaries-1.svg"}}},{"__typename":"Popular_gift","callToActionText":"Learn more","callToActionUrl":"/gifts-that-pay-you-back/","content":"\n\u003cp\u003eGive assets while providing yourself or others with income for a period of time or distributions at a later date.\u003c/p\u003e\n","title":"Gifts that pay you back","icon":{"__typename":"Popular_gift_icon_connectionEdge","node":{"__typename":"MediaItem","altText":"cash back icon","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/CashBack-1.svg"}}}]},"headerCallToActionButtonText":"Donate stock online","headerCallToActionButtonUrl":"https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation_tax-smart-gifts_top-button"},"cgaTag":{"__typename":"RootQueryToTagConnection","nodes":[{"__typename":"Tag","featureSettings":{"__typename":"TagToFeature_settingConnection","nodes":[{"__typename":"Feature_setting","featureVariableName":"irsDiscountRate","featureValue":"4.8"},{"__typename":"Feature_setting","featureVariableName":"cgaMaxAmt","featureValue":"0"},{"__typename":"Feature_setting","featureVariableName":"cgaMinAmt","featureValue":"25000"},{"__typename":"Feature_setting","featureVariableName":"cgaMaxAge","featureValue":"0"},{"__typename":"Feature_setting","featureVariableName":"cgaMinAge","featureValue":"0"},{"__typename":"Feature_setting","featureVariableName":"cgaCalcStatus","featureValue":"inactive"}]}}]},"generalSettings":{"__typename":"GeneralSettings","title":"Planned Giving - American Nurses Foundation","description":"American Nurses Foundation"},"contactInfos":{"__typename":"RootQueryToContact_infoConnection","nodes":[{"__typename":"Contact_info","content":"\n\u003cp\u003eOur team would be happy to speak with you in confidence about your giving goals, with no obligation.\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003cp\u003e\u003cspan class=\"visually-hidden\"\u003eName: \u003c/span\u003eAlicia Cocco\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cspan class=\"visually-hidden\"\u003eTitle :\u003c/span\u003eDevelopment Manager\u003c/p\u003e\n\n\n\n\u003cp\u003ePhone: \u003ca href=\"tel:800-284-2378\"\u003e800-284-2378\u003c/a\u003e\u003c/p\u003e\n\n\n\n\u003cp\u003eEmail: \u003ca href=\"mailto:alicia.cocco@ana.org\"\u003ealicia.cocco@ana.org\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003cp\u003eAlready included us in your estate plan? \u003ca href=\"https://www.freewill.com/record/americannursesfoundation?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation_contact-form\"\u003eLet us know\u003c/a\u003e\u003c/p\u003e\n","title":"We鈥檙e here to help you meet your goals!","contactFormEmailAddress":"alicia.cocco@ana.org","contactTitle":"Development Manager","contactEmail":"alicia.cocco@ana.org","contactPhone":"800-284-2378","contactName":"Alicia Cocco"}]},"contactFormSubjects":{"__typename":"RootQueryToContact_form_subjectConnection","nodes":[{"__typename":"Contact_form_subject","title":"Gifts in a will or trust"},{"__typename":"Contact_form_subject","title":"Beneficiary designations"},{"__typename":"Contact_form_subject","title":"Charitable gift annuities"},{"__typename":"Contact_form_subject","title":"Charitable remainder trusts"},{"__typename":"Contact_form_subject","title":"Pooled income funds"},{"__typename":"Contact_form_subject","title":"Charitable lead trusts"},{"__typename":"Contact_form_subject","title":"Stocks, securities and mutual funds"},{"__typename":"Contact_form_subject","title":"Cryptocurrency"},{"__typename":"Contact_form_subject","title":"QCDs from an IRA"},{"__typename":"Contact_form_subject","title":"Donor-advised funds"},{"__typename":"Contact_form_subject","title":"Other"}]},"primaryMenuItems":{"__typename":"RootQueryToMenuItemConnection","nodes":[{"__typename":"MenuItem","id":"cG9zdDoxMDU1","uri":"#","path":"#","label":"Gifts for the future","parentId":null,"cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDU2","uri":"/will-and-trust","path":"/will-and-trust","label":"Will and trust","parentId":"cG9zdDoxMDU1","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDc0","uri":"/beneficiary-designations","path":"/beneficiary-designations","label":"Beneficiary designations","parentId":"cG9zdDoxMDU1","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDUz","uri":"#","path":"#","label":"Gifts that pay you back","parentId":null,"cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDc1","uri":"/gifts-that-pay-you-back","path":"/gifts-that-pay-you-back","label":"All gifts that pay you back","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDQz","uri":"/gifts/charitable-gift-annuities/","path":"/gifts/charitable-gift-annuities/","label":"Charitable gift annuities","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDQ0","uri":"/gifts/charitable-remainder-trusts/","path":"/gifts/charitable-remainder-trusts/","label":"Charitable remainder trusts","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDQ3","uri":"/gifts/pooled-income-funds/","path":"/gifts/pooled-income-funds/","label":"Pooled income funds","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDQ4","uri":"/gifts/charitable-lead-trusts/","path":"/gifts/charitable-lead-trusts/","label":"Charitable lead trusts","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDU0","uri":"#","path":"#","label":"Tax-smart gifts","parentId":null,"cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDc2","uri":"/tax-smart-gifts","path":"/tax-smart-gifts","label":"All tax-smart gifts","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDQ1","uri":"/gifts/stocks-securities-mutual-funds/","path":"/gifts/stocks-securities-mutual-funds/","label":"Stocks, Securities, and Mutual Funds","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDQ2","uri":"/gifts/cryptocurrency/","path":"/gifts/cryptocurrency/","label":"Cryptocurrency","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDQ5","uri":"/gifts/qualified-charitable-distributions-from-your-ira/","path":"/gifts/qualified-charitable-distributions-from-your-ira/","label":"QCDs","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDUw","uri":"/gifts/donor-advised-funds/","path":"/gifts/donor-advised-funds/","label":"Donor-Advised Funds","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}}]},"__typename":"RootQuery","disclaimers":{"__typename":"RootQueryToDisclaimerConnection","nodes":[{"__typename":"Disclaimer","content":"\n\u003cdiv class=\"wp-block-columns row justify-content-between align-items-center about logos is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\"\u003e\n\u003cdiv class=\"wp-block-column col-12 col-md is-layout-flow wp-block-column-is-layout-flow\"\u003e\n\u003cp class=\"logo\"\u003ePowered by \u003ca href=\"https://www.freewill.com\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eFreeWill\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\n\n\n\u003cdiv class=\"wp-block-column col-auto is-layout-flow wp-block-column-is-layout-flow\"\u003e\n\u003cp class=\"badges\"\u003e\u003ca href=\"https://www.trustpilot.com/review/www.freewill.com\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-197\" style=\"width: 80px; height:37px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/trustpilot.png\" alt=\"Trustpilot logo\"\u003e\u003c/a\u003e\u003ca href=\"https://www.bbb.org/us/ny/new-york/profile/legal-document-help/freewill-co-0121-87151863\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-196\" style=\"width: 80px; height:30px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/bbb.png\" alt=\"Better Business Bureau accredited business\"\u003e\u003c/a\u003e\u003ca href=\"https://www.w3.org/WAI/WCAG2AA-Conformance\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-449\" style=\"width: 80px;height:29px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/07/wcag-21.png\" alt=\"WCAG 2.1 Level AA compliant\"\u003e\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\n\u003cp class=\"about\"\u003eFreeWill鈥檚 no-cost estate planning and non-cash giving tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues. \u003ca href=\"https://www.freewill.com/about\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eAbout FreeWill\u003c/a\u003e\u003c/p\u003e\n\n\n\n\u003cp\u003eCopyright 漏 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney鈥檚 advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill鈥檚 services is subject to the \u003ca href=\"https://www.freewill.com/terms\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e \u0026amp; \u003ca href=\"https://www.freewill.com/privacy\" target=\"_blank\" rel=\"noreferrer noopener\"\u003ePrivacy Notice\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cp class=\"security\"\u003eYour data is encrypted and we never sell your personal information. \u003ca href=\"https://www.freewill.com/security\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eSecurity policy\u003c/a\u003e\u003c/p\u003e\n"}]},"taxIds":{"__typename":"RootQueryToTax_idConnection","nodes":[{"__typename":"Tax_id","content":"\n\u003cp\u003eTax ID: 13-1893924\u003c/p\u003e\n"}]},"footerMenuItems":{"__typename":"RootQueryToMenuItemConnection","nodes":[{"__typename":"MenuItem","id":"cG9zdDoxMDU3","uri":"#","path":"#","label":"Gifts for the future","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDU5","uri":"/will-and-trust","path":"/will-and-trust","label":"Will and trust","parentId":"cG9zdDoxMDU3","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDU4","uri":"/beneficiary-designations","path":"/beneficiary-designations","label":"Beneficiary designations","parentId":"cG9zdDoxMDU3","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDc4","uri":"/gifts-that-pay-you-back","path":"/gifts-that-pay-you-back","label":"Gifts that pay you back","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDYw","uri":"/gifts/charitable-gift-annuities/","path":"/gifts/charitable-gift-annuities/","label":"Charitable gift annuities","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDYx","uri":"/gifts/charitable-remainder-trusts/","path":"/gifts/charitable-remainder-trusts/","label":"Charitable remainder trusts","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDYy","uri":"/gifts/pooled-income-funds/","path":"/gifts/pooled-income-funds/","label":"Pooled income funds","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDYz","uri":"/gifts/charitable-lead-trusts/","path":"/gifts/charitable-lead-trusts/","label":"Charitable lead trusts","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDc5","uri":"/tax-smart-gifts","path":"/tax-smart-gifts","label":"Tax-smart gifts","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDY0","uri":"/gifts/stocks-securities-mutual-funds/","path":"/gifts/stocks-securities-mutual-funds/","label":"Stocks, Securities, and Mutual Funds","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDY1","uri":"/gifts/cryptocurrency/","path":"/gifts/cryptocurrency/","label":"Cryptocurrency","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDY2","uri":"/gifts/qualified-charitable-distributions-from-your-ira/","path":"/gifts/qualified-charitable-distributions-from-your-ira/","label":"QCDs","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDY3","uri":"/gifts/donor-advised-funds/","path":"/gifts/donor-advised-funds/","label":"Donor-Advised Funds","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDcw","uri":"#","path":"#","label":"Get in touch","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDcx","uri":"#contactForm","path":"#contactForm","label":"Contact us","parentId":"cG9zdDoxMDcw","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},{"__typename":"MenuItem","id":"cG9zdDoxMDc3","uri":"https://www.linkedin.com/company/american-nurses-association","path":"https://www.linkedin.com/company/american-nurses-association","label":"LinkedIn","parentId":"cG9zdDoxMDcw","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}}]},"headerLogo":{"__typename":"RootQueryToMediaItemConnection","nodes":[{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Headerlogo.png","mediaDetails":{"__typename":"MediaDetails","height":274,"width":1200}},{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/acme_logo-e1677618743474.png","mediaDetails":{"__typename":"MediaDetails","height":60,"width":100}}]},"footerLogo":{"__typename":"RootQueryToMediaItemConnection","nodes":[{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Footerlogo.png","mediaDetails":{"__typename":"MediaDetails","height":274,"width":1200}},{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/acme_logo-1-e1677618770972.png","mediaDetails":{"__typename":"MediaDetails","height":60,"width":105}}]},"freeformTopBar":{"__typename":"RootQueryToShared_content_block_1Connection","nodes":[{"__typename":"Shared_content_block_1","content":"\n\u003cul class=\"customTopBar wp-block-list\"\u003e\n\u003cli\u003e\u003ca href=\"https://www.nursingworld.org/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003ewww.nursingworld.org\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Custom top bar links","featuredImage":null}]}},"__TEMPLATE_VARIABLES__":{"databaseId":656,"asPreview":false},"__FAUST_QUERIES__":null,"__APOLLO_STATE__":{"Expanded_gift_page:cG9zdDo2NTY=":{"__typename":"Expanded_gift_page","uri":"/gifts/stocks-securities-mutual-funds/","id":"cG9zdDo2NTY=","databaseId":656,"isContentNode":true,"slug":"stocks-securities-mutual-funds","contentType":{"__typename":"ContentNodeToContentTypeConnectionEdge","node":{"__typename":"ContentType","name":"gifts"}},"template":{"__typename":"DefaultTemplate","templateName":"Default"}},"ROOT_QUERY":{"__typename":"RootQuery","nodeByUri({\"uri\":\"/gifts/stocks-securities-mutual-funds\"})":{"__ref":"Expanded_gift_page:cG9zdDo2NTY="},"mediaItems({\"where\":{\"title\":\"Header logo\"}})":{"__typename":"RootQueryToMediaItemConnection","nodes":[{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Headerlogo.png","mediaDetails":{"__typename":"MediaDetails","height":274,"width":1200}},{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/acme_logo-e1677618743474.png","mediaDetails":{"__typename":"MediaDetails","height":60,"width":100}}]},"mediaItems({\"where\":{\"title\":\"Footer logo\"}})":{"__typename":"RootQueryToMediaItemConnection","nodes":[{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2024/07/Footerlogo.png","mediaDetails":{"__typename":"MediaDetails","height":274,"width":1200}},{"__typename":"MediaItem","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/acme_logo-1-e1677618770972.png","mediaDetails":{"__typename":"MediaDetails","height":60,"width":105}}]},"sharedContentBlock1s({\"where\":{\"tagSlugIn\":[\"topbar\"]}})":{"__typename":"RootQueryToShared_content_block_1Connection","nodes":[{"__typename":"Shared_content_block_1","content":"\n\u003cul class=\"customTopBar wp-block-list\"\u003e\n\u003cli\u003e\u003ca href=\"https://www.nursingworld.org/\" target=\"_blank\" rel=\"noreferrer noopener\"\u003ewww.nursingworld.org\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n","title":"Custom top bar links","featuredImage":null}]},"generalSettings":{"__typename":"GeneralSettings","title":"Planned Giving - American Nurses Foundation","description":"American Nurses Foundation"},"contactInfos":{"__typename":"RootQueryToContact_infoConnection","nodes":[{"__typename":"Contact_info","content":"\n\u003cp\u003eOur team would be happy to speak with you in confidence about your giving goals, with no obligation.\u003c/p\u003e\n\n\n\n\u003cdiv class=\"wp-block-group\"\u003e\u003cdiv class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\"\u003e\n\u003cp\u003e\u003cspan class=\"visually-hidden\"\u003eName: \u003c/span\u003eAlicia Cocco\u003c/p\u003e\n\n\n\n\u003cp\u003e\u003cspan class=\"visually-hidden\"\u003eTitle :\u003c/span\u003eDevelopment Manager\u003c/p\u003e\n\n\n\n\u003cp\u003ePhone: \u003ca href=\"tel:800-284-2378\"\u003e800-284-2378\u003c/a\u003e\u003c/p\u003e\n\n\n\n\u003cp\u003eEmail: \u003ca href=\"mailto:alicia.cocco@ana.org\"\u003ealicia.cocco@ana.org\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/div\u003e\n\n\n\n\u003cp\u003eAlready included us in your estate plan? \u003ca href=\"https://www.freewill.com/record/americannursesfoundation?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation_contact-form\"\u003eLet us know\u003c/a\u003e\u003c/p\u003e\n","title":"We鈥檙e here to help you meet your goals!","contactFormEmailAddress":"alicia.cocco@ana.org","contactTitle":"Development Manager","contactEmail":"alicia.cocco@ana.org","contactPhone":"800-284-2378","contactName":"Alicia Cocco"}]},"contactFormSubjects({\"first\":100})":{"__typename":"RootQueryToContact_form_subjectConnection","nodes":[{"__typename":"Contact_form_subject","title":"Gifts in a will or trust"},{"__typename":"Contact_form_subject","title":"Beneficiary designations"},{"__typename":"Contact_form_subject","title":"Charitable gift annuities"},{"__typename":"Contact_form_subject","title":"Charitable remainder trusts"},{"__typename":"Contact_form_subject","title":"Pooled income funds"},{"__typename":"Contact_form_subject","title":"Charitable lead trusts"},{"__typename":"Contact_form_subject","title":"Stocks, securities and mutual funds"},{"__typename":"Contact_form_subject","title":"Cryptocurrency"},{"__typename":"Contact_form_subject","title":"QCDs from an IRA"},{"__typename":"Contact_form_subject","title":"Donor-advised funds"},{"__typename":"Contact_form_subject","title":"Other"}]},"menuItems({\"first\":100,\"where\":{\"location\":\"PRIMARY\"}})":{"__typename":"RootQueryToMenuItemConnection","nodes":[{"__ref":"MenuItem:cG9zdDoxMDU1"},{"__ref":"MenuItem:cG9zdDoxMDU2"},{"__ref":"MenuItem:cG9zdDoxMDc0"},{"__ref":"MenuItem:cG9zdDoxMDUz"},{"__ref":"MenuItem:cG9zdDoxMDc1"},{"__ref":"MenuItem:cG9zdDoxMDQz"},{"__ref":"MenuItem:cG9zdDoxMDQ0"},{"__ref":"MenuItem:cG9zdDoxMDQ3"},{"__ref":"MenuItem:cG9zdDoxMDQ4"},{"__ref":"MenuItem:cG9zdDoxMDU0"},{"__ref":"MenuItem:cG9zdDoxMDc2"},{"__ref":"MenuItem:cG9zdDoxMDQ1"},{"__ref":"MenuItem:cG9zdDoxMDQ2"},{"__ref":"MenuItem:cG9zdDoxMDQ5"},{"__ref":"MenuItem:cG9zdDoxMDUw"}]},"disclaimers({\"where\":{\"tag\":\"footer\"}})":{"__typename":"RootQueryToDisclaimerConnection","nodes":[{"__typename":"Disclaimer","content":"\n\u003cdiv class=\"wp-block-columns row justify-content-between align-items-center about logos is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\"\u003e\n\u003cdiv class=\"wp-block-column col-12 col-md is-layout-flow wp-block-column-is-layout-flow\"\u003e\n\u003cp class=\"logo\"\u003ePowered by \u003ca href=\"https://www.freewill.com\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eFreeWill\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\n\n\n\u003cdiv class=\"wp-block-column col-auto is-layout-flow wp-block-column-is-layout-flow\"\u003e\n\u003cp class=\"badges\"\u003e\u003ca href=\"https://www.trustpilot.com/review/www.freewill.com\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-197\" style=\"width: 80px; height:37px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/trustpilot.png\" alt=\"Trustpilot logo\"\u003e\u003c/a\u003e\u003ca href=\"https://www.bbb.org/us/ny/new-york/profile/legal-document-help/freewill-co-0121-87151863\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-196\" style=\"width: 80px; height:30px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/02/bbb.png\" alt=\"Better Business Bureau accredited business\"\u003e\u003c/a\u003e\u003ca href=\"https://www.w3.org/WAI/WCAG2AA-Conformance\" target=\"_blank\" rel=\"noreferrer noopener\"\u003e\u003cimg decoding=\"async\" class=\"wp-image-449\" style=\"width: 80px;height:29px;\" src=\"https://fwpgprod.wpengine.com/wp-content/uploads/2023/07/wcag-21.png\" alt=\"WCAG 2.1 Level AA compliant\"\u003e\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\n\n\n\u003cp class=\"about\"\u003eFreeWill鈥檚 no-cost estate planning and non-cash giving tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues. \u003ca href=\"https://www.freewill.com/about\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eAbout FreeWill\u003c/a\u003e\u003c/p\u003e\n\n\n\n\u003cp\u003eCopyright 漏 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney鈥檚 advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill鈥檚 services is subject to the \u003ca href=\"https://www.freewill.com/terms\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eTerms of Service\u003c/a\u003e \u0026amp; \u003ca href=\"https://www.freewill.com/privacy\" target=\"_blank\" rel=\"noreferrer noopener\"\u003ePrivacy Notice\u003c/a\u003e.\u003c/p\u003e\n\n\n\n\u003cp class=\"security\"\u003eYour data is encrypted and we never sell your personal information. \u003ca href=\"https://www.freewill.com/security\" target=\"_blank\" rel=\"noreferrer noopener\"\u003eSecurity policy\u003c/a\u003e\u003c/p\u003e\n"}]},"taxIds":{"__typename":"RootQueryToTax_idConnection","nodes":[{"__typename":"Tax_id","content":"\n\u003cp\u003eTax ID: 13-1893924\u003c/p\u003e\n"}]},"menuItems({\"first\":100,\"where\":{\"location\":\"FOOTER\"}})":{"__typename":"RootQueryToMenuItemConnection","nodes":[{"__ref":"MenuItem:cG9zdDoxMDU3"},{"__ref":"MenuItem:cG9zdDoxMDU5"},{"__ref":"MenuItem:cG9zdDoxMDU4"},{"__ref":"MenuItem:cG9zdDoxMDc4"},{"__ref":"MenuItem:cG9zdDoxMDYw"},{"__ref":"MenuItem:cG9zdDoxMDYx"},{"__ref":"MenuItem:cG9zdDoxMDYy"},{"__ref":"MenuItem:cG9zdDoxMDYz"},{"__ref":"MenuItem:cG9zdDoxMDc5"},{"__ref":"MenuItem:cG9zdDoxMDY0"},{"__ref":"MenuItem:cG9zdDoxMDY1"},{"__ref":"MenuItem:cG9zdDoxMDY2"},{"__ref":"MenuItem:cG9zdDoxMDY3"},{"__ref":"MenuItem:cG9zdDoxMDcw"},{"__ref":"MenuItem:cG9zdDoxMDcx"},{"__ref":"MenuItem:cG9zdDoxMDc3"}]},"expandedGiftPage({\"asPreview\":false,\"id\":656,\"idType\":\"DATABASE_ID\"})":{"__typename":"Expanded_gift_page","title":"Stocks, securities, \u0026 mutual funds","content":"\n\u003cp\u003eDonate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.\u003c/p\u003e\n","partnerHomepage":"https://www.nursingworld.org","partnerWillLandingPage":"https://www.freewill.com/americannursesfoundation","partnerDefaultUtmParams":"?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation","taxId":"13-1893924","seo":{"__typename":"PostTypeSEO","title":"Stocks, securities, \u0026 mutual funds - Planned Giving - American Nurses Foundation","metaDesc":"","canonical":"https://nursingworld.mygiftlegacy.org/gifts/stocks-securities-mutual-funds/","metaRobotsNofollow":"follow","metaRobotsNoindex":"index","opengraphType":"article","opengraphTitle":"Stocks, securities, \u0026 mutual funds - Planned Giving - American Nurses Foundation","opengraphDescription":"Donate stock, securities, or mutual funds and potentially receive tax deductions while avoiding capital gains taxes.","opengraphImage":null,"opengraphUrl":"https://nursingworld.mygiftlegacy.org/gifts/stocks-securities-mutual-funds/","opengraphSiteName":"Planned Giving - American Nurses Foundation","twitterTitle":"","twitterDescription":"","twitterImage":null},"featuredImage":{"__typename":"NodeWithFeaturedImageToMediaItemConnectionEdge","node":{"__typename":"MediaItem","altText":"stocks intro","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/11/Stocks-intro.svg","caption":null}},"associatedGiftType":{"__typename":"Expanded_gift_page_associated_gift_type_connectionEdge","node":{"__typename":"Gift_page_gift","title":"About gifts of stocks, securities, \u0026 mutual funds","content":"\n\u003cp\u003eMany people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you鈥檝e had the assets for more than one year.\u003c/p\u003e\n\n\n\n\u003cp\u003eGive appreciated assets now and enjoy the benefits, or \u003ca href=\"/beneficiary-designations\"\u003eadd us as a beneficiary\u003c/a\u003e of these assets and eliminate estate and inheritance tax, making the most of your gift.\u003c/p\u003e\n","sectionId":"securities","howItWorks":"\u003ch2\u003eHow it works\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eUse \u003ca href=\"https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner\u0026amp;utm_medium=fwpg\u0026amp;utm_campaign=americannursesfoundation_tax-smart-gifts\"\u003ethis tool\u003c/a\u003e to transfer appreciated securities directly to us (and avoid all capital gains taxes).\u003c/li\u003e\n\u003cli\u003eReceive a tax receipt for the value of the assets.\u003c/li\u003e\n\u003cli\u003eThe securities are sold and the funds put directly to use for greatest impact.\u003c/li\u003e\n\u003c/ol\u003e\n","benefits":"\u003ch2\u003eBenefits\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003eGifts of assets can often save you far more on taxes than gifts of cash\u003c/li\u003e\n\u003cli\u003eAvoid all capital gains taxes\u003c/li\u003e\n\u003cli\u003eReceive an income tax deduction for the value of the assets (if you鈥檝e had them for more than a year)\u003c/li\u003e\n\u003cli\u003eMake an immediate impact on our mission\u003c/li\u003e\n\u003c/ul\u003e\n","whoItsFor":"","addContactLink":true,"whatSubjectLine":{"__typename":"Gift_page_gift_what_subject_line_connectionEdge","node":{"__typename":"Contact_form_subject","title":"Stocks, securities and mutual funds"}},"calloutTitle":"Don鈥檛 wait to make an impact, donate stock today","calloutText":"\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThis easy-to-use, secure online tool makes donating stock simple for our supporters.\u003c/span\u003e\u003c/p\u003e\n","calloutCtaLabel":"Donate stock","calloutCtaLink":"https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation_tax-smart-gifts_callout","calloutCtaLabel2":"","calloutCtaLink2":"","calloutText2":"","calloutTitle2":""}},"moreWaysToMakeAnImpact":{"__typename":"Expanded_gift_page_more_ways_to_make_an_impact_connection","nodes":[{"__typename":"Popular_gift","callToActionText":"Learn more","callToActionUrl":"/will-and-trust/","content":"\n\u003cp\u003eDonations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).\u003c/p\u003e\n","title":"Gifts in a will or trust","icon":{"__typename":"Popular_gift_icon_connectionEdge","node":{"__typename":"MediaItem","altText":"scroll icon","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/Scroll-1.svg"}}},{"__typename":"Popular_gift","callToActionText":"Learn more","callToActionUrl":"/beneficiary-designations/","content":"\n\u003cp\u003eGifting assets not covered by your will \u0026#8212; like 401(k) or IRA accounts \u0026#8212; may help your heirs avoid unwanted taxes, even if you鈥檙e below the estate tax threshold.\u003c/p\u003e\n","title":"Beneficiary designations","icon":{"__typename":"Popular_gift_icon_connectionEdge","node":{"__typename":"MediaItem","altText":"beneficiaries icon","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/Beneficiaries-1.svg"}}},{"__typename":"Popular_gift","callToActionText":"Learn more","callToActionUrl":"/gifts-that-pay-you-back/","content":"\n\u003cp\u003eGive assets while providing yourself or others with income for a period of time or distributions at a later date.\u003c/p\u003e\n","title":"Gifts that pay you back","icon":{"__typename":"Popular_gift_icon_connectionEdge","node":{"__typename":"MediaItem","altText":"cash back icon","mediaItemUrl":"https://sites.mygiftlegacy.org/americannursesfoundation/wp-content/uploads/sites/160/2023/02/CashBack-1.svg"}}}]},"headerCallToActionButtonText":"Donate stock online","headerCallToActionButtonUrl":"https://www.freewill.com/sg/a/ZsvpAE0o/personal/personal-main?utm_source=partner\u0026utm_medium=fwpg\u0026utm_campaign=americannursesfoundation_tax-smart-gifts_top-button"},"tags({\"where\":{\"name\":\"cgacalc\"}})":{"__typename":"RootQueryToTagConnection","nodes":[{"__typename":"Tag","featureSettings":{"__typename":"TagToFeature_settingConnection","nodes":[{"__typename":"Feature_setting","featureVariableName":"irsDiscountRate","featureValue":"4.8"},{"__typename":"Feature_setting","featureVariableName":"cgaMaxAmt","featureValue":"0"},{"__typename":"Feature_setting","featureVariableName":"cgaMinAmt","featureValue":"25000"},{"__typename":"Feature_setting","featureVariableName":"cgaMaxAge","featureValue":"0"},{"__typename":"Feature_setting","featureVariableName":"cgaMinAge","featureValue":"0"},{"__typename":"Feature_setting","featureVariableName":"cgaCalcStatus","featureValue":"inactive"}]}}]}},"MenuItem:cG9zdDoxMDU1":{"__typename":"MenuItem","id":"cG9zdDoxMDU1","uri":"#","path":"#","label":"Gifts for the future","parentId":null,"cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDU2":{"__typename":"MenuItem","id":"cG9zdDoxMDU2","uri":"/will-and-trust","path":"/will-and-trust","label":"Will and trust","parentId":"cG9zdDoxMDU1","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDc0":{"__typename":"MenuItem","id":"cG9zdDoxMDc0","uri":"/beneficiary-designations","path":"/beneficiary-designations","label":"Beneficiary designations","parentId":"cG9zdDoxMDU1","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDUz":{"__typename":"MenuItem","id":"cG9zdDoxMDUz","uri":"#","path":"#","label":"Gifts that pay you back","parentId":null,"cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDc1":{"__typename":"MenuItem","id":"cG9zdDoxMDc1","uri":"/gifts-that-pay-you-back","path":"/gifts-that-pay-you-back","label":"All gifts that pay you back","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDQz":{"__typename":"MenuItem","id":"cG9zdDoxMDQz","uri":"/gifts/charitable-gift-annuities/","path":"/gifts/charitable-gift-annuities/","label":"Charitable gift annuities","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDQ0":{"__typename":"MenuItem","id":"cG9zdDoxMDQ0","uri":"/gifts/charitable-remainder-trusts/","path":"/gifts/charitable-remainder-trusts/","label":"Charitable remainder trusts","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDQ3":{"__typename":"MenuItem","id":"cG9zdDoxMDQ3","uri":"/gifts/pooled-income-funds/","path":"/gifts/pooled-income-funds/","label":"Pooled income funds","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDQ4":{"__typename":"MenuItem","id":"cG9zdDoxMDQ4","uri":"/gifts/charitable-lead-trusts/","path":"/gifts/charitable-lead-trusts/","label":"Charitable lead trusts","parentId":"cG9zdDoxMDUz","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDU0":{"__typename":"MenuItem","id":"cG9zdDoxMDU0","uri":"#","path":"#","label":"Tax-smart gifts","parentId":null,"cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDc2":{"__typename":"MenuItem","id":"cG9zdDoxMDc2","uri":"/tax-smart-gifts","path":"/tax-smart-gifts","label":"All tax-smart gifts","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDQ1":{"__typename":"MenuItem","id":"cG9zdDoxMDQ1","uri":"/gifts/stocks-securities-mutual-funds/","path":"/gifts/stocks-securities-mutual-funds/","label":"Stocks, Securities, and Mutual Funds","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDQ2":{"__typename":"MenuItem","id":"cG9zdDoxMDQ2","uri":"/gifts/cryptocurrency/","path":"/gifts/cryptocurrency/","label":"Cryptocurrency","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDQ5":{"__typename":"MenuItem","id":"cG9zdDoxMDQ5","uri":"/gifts/qualified-charitable-distributions-from-your-ira/","path":"/gifts/qualified-charitable-distributions-from-your-ira/","label":"QCDs","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDUw":{"__typename":"MenuItem","id":"cG9zdDoxMDUw","uri":"/gifts/donor-advised-funds/","path":"/gifts/donor-advised-funds/","label":"Donor-Advised Funds","parentId":"cG9zdDoxMDU0","cssClasses":[],"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Main nav"}}},"MenuItem:cG9zdDoxMDU3":{"__typename":"MenuItem","id":"cG9zdDoxMDU3","uri":"#","path":"#","label":"Gifts for the future","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDU5":{"__typename":"MenuItem","id":"cG9zdDoxMDU5","uri":"/will-and-trust","path":"/will-and-trust","label":"Will and trust","parentId":"cG9zdDoxMDU3","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDU4":{"__typename":"MenuItem","id":"cG9zdDoxMDU4","uri":"/beneficiary-designations","path":"/beneficiary-designations","label":"Beneficiary designations","parentId":"cG9zdDoxMDU3","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDc4":{"__typename":"MenuItem","id":"cG9zdDoxMDc4","uri":"/gifts-that-pay-you-back","path":"/gifts-that-pay-you-back","label":"Gifts that pay you back","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDYw":{"__typename":"MenuItem","id":"cG9zdDoxMDYw","uri":"/gifts/charitable-gift-annuities/","path":"/gifts/charitable-gift-annuities/","label":"Charitable gift annuities","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDYx":{"__typename":"MenuItem","id":"cG9zdDoxMDYx","uri":"/gifts/charitable-remainder-trusts/","path":"/gifts/charitable-remainder-trusts/","label":"Charitable remainder trusts","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDYy":{"__typename":"MenuItem","id":"cG9zdDoxMDYy","uri":"/gifts/pooled-income-funds/","path":"/gifts/pooled-income-funds/","label":"Pooled income funds","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDYz":{"__typename":"MenuItem","id":"cG9zdDoxMDYz","uri":"/gifts/charitable-lead-trusts/","path":"/gifts/charitable-lead-trusts/","label":"Charitable lead trusts","parentId":"cG9zdDoxMDc4","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDc5":{"__typename":"MenuItem","id":"cG9zdDoxMDc5","uri":"/tax-smart-gifts","path":"/tax-smart-gifts","label":"Tax-smart gifts","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDY0":{"__typename":"MenuItem","id":"cG9zdDoxMDY0","uri":"/gifts/stocks-securities-mutual-funds/","path":"/gifts/stocks-securities-mutual-funds/","label":"Stocks, Securities, and Mutual Funds","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDY1":{"__typename":"MenuItem","id":"cG9zdDoxMDY1","uri":"/gifts/cryptocurrency/","path":"/gifts/cryptocurrency/","label":"Cryptocurrency","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDY2":{"__typename":"MenuItem","id":"cG9zdDoxMDY2","uri":"/gifts/qualified-charitable-distributions-from-your-ira/","path":"/gifts/qualified-charitable-distributions-from-your-ira/","label":"QCDs","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDY3":{"__typename":"MenuItem","id":"cG9zdDoxMDY3","uri":"/gifts/donor-advised-funds/","path":"/gifts/donor-advised-funds/","label":"Donor-Advised Funds","parentId":"cG9zdDoxMDc5","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDcw":{"__typename":"MenuItem","id":"cG9zdDoxMDcw","uri":"#","path":"#","label":"Get in touch","parentId":null,"cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDcx":{"__typename":"MenuItem","id":"cG9zdDoxMDcx","uri":"#contactForm","path":"#contactForm","label":"Contact us","parentId":"cG9zdDoxMDcw","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}},"MenuItem:cG9zdDoxMDc3":{"__typename":"MenuItem","id":"cG9zdDoxMDc3","uri":"https://www.linkedin.com/company/american-nurses-association","path":"https://www.linkedin.com/company/american-nurses-association","label":"LinkedIn","parentId":"cG9zdDoxMDcw","cssClasses":[],"target":null,"menu":{"__typename":"MenuItemToMenuConnectionEdge","node":{"__typename":"Menu","name":"Footer nav"}}}}},"__N_SSG":true},"page":"/[...wordpressNode]","query":{"wordpressNode":["gifts","stocks-securities-mutual-funds"]},"buildId":"oHwzMls9RHqOPVQZC_Hbt","isFallback":false,"isExperimentalCompile":false,"gsp":true,"scriptLoader":[]}</script></body></html>