Stock and Securities

Making a legacy donation through appreciated securities, including stocks or bonds, is a tax-effective way to make a gift to the AANA Education Foundation. This type of contribution allows you to avoid paying capital gains tax on the sale of appreciated stock and receive a charitable income tax deduction.

 

Step 1: Complete your transfer.
Contact the institution where your stocks are held and let them know you would like to transfer the shares to the AANA account with the information listed below:

 

Custodian: National Financial Services
Address: 499 Washington Blvd, Jersey City, NJ 07310
DTC#: 0226
Account #: 676266450
Account Name: Arthroscopy Association of North America Education Foundation

 

Step 2: Let us know about your gift.

 

Stock donations transferred to our account aren't accompanied by donor information. We want to be sure we can acknowledge your gift and send you a tax receipt, so please be in touch. There are a few easy ways you can share your gift details, which include the name of the stock, the number of shares, and the date of transfer:

  1. Email the completed form to Laura M. Downes, laura@aana.org.
  2. Mail the completed form to:

 

AANA Education Foundation
ATTN: Laura M. Downes, Chief Executive Officer
9400 W. Higgins Rd., Suite 200
Rosemont, IL 60018

 

As soon as your gift is identified, we will send you an acknowledgement letter in the mail.

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