Ways to Give

To make a pledge payment for a pledge previously submitted, please click here and log into your AOA record. 

Gifts of Stock

Gifts of stock often provide greater tax-benefits than other monetary gifts because appreciated stock is not recognized as a capital gain. Giving a gift of publicly-traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. All gifts of stock are tax-deductible.

Your broker can assist you in making a gift of stock via a direct transfer to the American Orthopaedic Association.

How a Gift of Stock Benefits You

Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.

How to Donate a Gift of Stock

If you would like to invest in The American Orthopaedic Association by donating stock, you’ll need the following information to make the transfer:

Brokerage Name: National Financial Services
DTC Number: 0226
Contact: Sean Bannon
Phone: 412-347-1050
Account Name: American Orthopaedic Association
Account #: BPJ-00XXXX*

*Note: Please contact the AOA at (847) 318-7330 for the complete AOA account #.

E-Mail: donations@aoassn.org

Notes:

• The AOA willingly accepts publicly-traded securities; gifts of securities that are not readily marketable must receive approval prior to acceptance.
• Please inform The AOA of stock transfers by downloading and completing the Stock Gift Verification Form so that we can properly acknowledge your gift and forward information regarding your tax deduction.

Donor-Advised Funds (DAFs)

Donor-Advised Funds (DAFs) have increased in popularity as a giving method and tax-efficient way to manage charitable donations. Donor-Advised Funds allow donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time. Many members are using DAFs for their individual giving to the AOA.

If you do not have a Donor-Advised Fund, please consider discussing this with your financial advisor. If you have a Donor-Advised Fund, you can recommend a grant to the AOA which is a qualified charity. The AOA is a not‐for‐profit 501(c)(3) organization and our Federal Tax ID number is 13-6118458. The office address is The American Orthopaedic Association, 9400 W. Higgins Rd, Suite 205, Rosemont, IL 60018.

Grants made to the AOA through DAFs can be designated to one or more of the AOA leadership programs or to honor an AOA Pillar of the Orthopaedic Profession.

For Donors Age 65+

Following are some donation options to consider if you are age 65 or older:

• Bequests through wills
  • For non-cash gifts resulting from bequests, the personal representative will be asked to sell the property and remit the proceeds to the AOA
• Paid and new life insurance polices with an irrevocable beneficiary designation (with the AOA designated as beneficiary)

Planned Giving

Planned gifts make valuable contributions to AOA programs and provide donors with possible reductions in income, gift, and estate taxes. Options include:

• Naming the AOA as a beneficiary of cash in your will, retirement plan, financial account, and/or fully-paid insurance policy.
• Designating the AOA as the beneficiary and the donor as the trustee in a charitable lead trust and/or charitable remainder trust.

Other Methods

Donors may also wish to consider other methods of supporting the AOA through:

• IRA and retirement beneficiary designations
• Royalties and distribution rights
• Certain gifts of real estate/remainder interests in real property
  • The AOA will consider the acceptance of such gifts; no gift of real estate shall be accepted without clear title, evaluation of salability, lack of third-party interests, and environmental scrutiny (where applicable/for commercial real estate assets)

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Help support the AOA, its mission and programs by making a purchase through the AOA’s store. Items found in the store include virtual learning courses, AOA History books, AOA Traveling Fellowship mementos, and Own the Bone patient materials.