Skip to main content
AIChE The Global Home of Chemical Engineers
  • AIChE Home
  • About
  • Leadership
  • Events
  • Communities
  • Membership
  • Publications
  • Academy
  • Equity, Diversity, Inclusion
  • Giving
  • Contact
  • Students
  • Young Professionals
  • Local Sections
  • Committees
  • Awards

Other Sites & Tools

  • Engage
  • ChEnected
  • SmartBrief

Technical Groups

Follow AIChE

  • LinkedIn
  • Facebook
  • Twitter
  • YouTube
  • Flickr
  • Instagram
AIChE The Global Home of Chemical Engineers
  • Join
  • Technical Groups

    • CCPS Center for Chemical Process Safety
    • DIPPR Design Institute for Physical Properties
    • RAPID RAPID Manufacturing Institute
    • SBE Society for Biological Engineering
    • AMPs Advanced Manufacturing and Processing Society
    • CPE Community of Process Engineers
    • CEI Center for Energy Initiatives
    • CHS Center for Hydrogen Safety
    • CIEE Center for Innovation & Entrepreneuring Excellence
    • DIERS Design Institute for Emergency Relief Systems
    • IfS Institute for Sustainability
    • IMES International Metabolic Engineering Society
    • ISWS International Society for Water Solutions
    • RES Regenerative Engineering Society

    AIChE Engage

    • Directories
    • Discussions
    AIChE Engage connects AIChE members with each other and their chemical engineering communities.
    • Equity, Diversity, Inclusion
    • Leadership
    • Students
    • Young Professionals
    • Local Sections
    • Committees
    • Giving
    • Awards
    • Fellows
    • Partners
    • Become a Member
    • Renew
    Joining AIChE gives you access to an amazing network of top professionals in chemical engineering and related fields.
    • Student Membership
    • Member Benefits
    • Member Discounts
    • Pricing & Options
    • Insurance Plans
    • Corporate Memberships
    • Careers
    • Gift Program
    • Member Get a Member Program
    Hear from other members about the value of AIChE membership
    • 2022 Spring Meeting and 18th Global Congress on Process Safety

      April 10-14, 2022 Henry B. González Convention Center, Hyatt Riverwalk, San Antonio, Texas
    • PD2M Singapore Conference

      March 21, 2022 Singapore City, Singapore

    Upcoming Conferences & Events

    • Hydrogen Equipment and Component Failure Rates Workshop

      February 8, 2022 Virtual
    • February 2022 TSC Meeting

      February 9, 2022 Web Conference
    • RAPID Technology Showcase Featuring Artisan Industries

      February 23, 2022
    • 14th AIChE Midwest Regional Conference

      March 1-2, 2022 Virtual
    • CCPS India Regional Members Virtual Meeting

      March 3, 2022 Virtual Meeting
    • 2022 Indonesia Student Regional Conference

      March 20, 2022 Virtually hosted by the Institut Teknologi Sepuluh Nopember
    • PD2M Singapore Conference

      March 21, 2022 Singapore City, Singapore
    • Engineering for Bankability

      March 23, 2022
    • Detect and Prevent Costly Spills with Double Contained Piping Systems

      March 24, 2022
    • All Conferences and Events
    • Sponsor and Exhibit
    • AIChE Gala
    • Code of Conduct
    • Beware of Hotel Scams
    • All Publications
    • CEP Magazine
    The AIChE online library includes articles, journals, books, blog posts, and more on a variety of topics.
    • Journals
    • Books
    • eLibrary
    • Blog
    • Newsletters
    • News
    • Sponsored Whitepapers
    • Podcast
    • Conference Proceedings
    • Body of Knowledge
    • Permissions
    • CEP: February 2022

    • CEP: January 2022

    • Institute for Learning & Innovation (ILI)
    ILI provides students and professionals lifelong learning opportunities to innovate through collaboration, practice, and career discovery. Explore areas of advancement below.

    Explore Areas of Advancement:

    • Career Discovery
    • Academy
    • Practice+
    • Credential
    • Job Board
    • Learners
    • Educators
    • Employers

    Learning Center:

    • Courses
    • Live Webinars
    • Archived Webinars
    • Curricula
    • About the Academy
    • Contact the Academy
    • Frequent Questions
    • SAChE Certification
    Live Webinar

    Engineering for Bankability

  • Equity, Diversity, Inclusion
  • Giving
  • Contact
  • Students
  • Young Professionals
  • Local Sections
  • Committees
  • Awards
  • Join
AIChE
Menu
  • Give Now

Search form

Doing a World of Good Campaign
  • Impact
    • Stories
    • Podcasts
    • Press Releases
    • Annual Fund
    • Brown Endowment
    • Chen Endowment
    • Langer Endowment
    • LGBTQ+ & Allies Initiative Fund
    • SBE BioCatalyst Fund
    • Stephanopoulos Award
    • Student Programs
    • Summer School for ChE Faculty
    • Women In ChE
    • Planned Gifts
  • Get Involved
    • Gala
    • Donate Online
    • Matching Gifts
    • Ways to Give
    • Events
  • Campaign
  • Supporters
    • Lifetime Giving Society
    • Chen Endowment Donors
    • Fogler Endowment Donors
    • Prausnitz Fund Donors
    • Brown Endowment Donors
    • Stephanopoulos Endowment Donors
    • Legacy Society
    • Langer Prize Endowment Donors
    • LGBTQ+ & Allies Endowment Donors
    • Summer School Founding Donors
    • Gala Honorees
    • Gala Sponsors
  • About
    • Who We Are
    • Leadership
    • Reports
    • Contact
  • Search form

  • Give Now
  • Home
  • Ways to Give

    • Welcome
    • The AIChE Legacy Society
    • Meet Our Donors
    • Tip of the Week
    • Contact Us
    • Gift Plans
      • Compare Gift Plans
      • Goals & Benefits
      • Gifts Anyone Can Make
        • Will or Trust
        • Retirement Plan
        • Donor-Advised Fund
        • Stock and Appreciated Assets
        • Life Insurance
      • Gifts That Pay You Income
        • Charitable Gift Annuity
        • Deferred Gift Annuity
      • Designate & Donate
        • Retirement Plans
        • Stocks and Investments Fund Accounts
        • United States Savings Bonds
        • Life Insurance
        • Bank Accounts
        • Jointly Held Accounts
        • Artwork and Personal Property
    • Personal Planning
      • Plan-a-Gift
      • For Professional Advisors
      • Estate Planning
      • Will Planning Wizard
      • Personal Calculators
      • Planned Giving Calculator
      • FAQs

Designate and Donate—Stocks and Investment Accounts

Ask the brokerage or mutual fund custodian for a T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms.

If you manage your own stock portfolio, there's a very easy way to make a gift to your favorite charity and build your own legacy. Just designate the American Institute of Chemical Engineers as the beneficiary of all or a percentage of your brokerage account using a beneficiary designation form. After your passing, the account balance you've selected will be transferred to our organization. Not sure where the forms are located? You'll need to contact your brokerage firm and/or search their website for "manage beneficiary designations" or "beneficiary designation form."

How It Works

  • Contact your broker or investment account holder about a T.O.D. or beneficiary designation form for mutual funds or other types of investment accounts.
  • Our Tax ID is: 13-1623892.
  • Send completed form back to your broker or investment account holder, then contact us at 646-236-0172.

Benefits

  • You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer when the stock or share of investment account is sold.

More Details on Gifts of Stocks and Investment Accounts

Stocks and Investment Accounts: You Have Planned for the Future

Investment accounts hold cash or stocks for the long term. You may have a mutual fund or a brokerage account, which is held at a financial institution. The objective of these accounts is to achieve long-term growth, provide future income, or preserve capital. After your passing, the remaining account balance may be transferred to heirs or charity.

When you opened the account, you should have received a T.O.D. form that tells the financial institution what to do with the assets when you pass away. If you do not complete this form, you will cause unnecessary confusion among your heirs and added expense to your estate administration.

Keep it simple. Ask the account custodian for a T.O.D. form, complete it, and share it with your financial or legal advisor. You can also leave all or a percentage of the assets to the AIChE. Any portion of your investment account left to us will be exempt from estate and inheritance tax. You also avoid paying any capital gains on assets that have increased in value over the years!

Jointly Held Accounts

You may be a joint owner of the brokerage account, or you may have made a loved one a joint owner. The joint-owner may engage in transactions on the account during your lifetime. The joint owner may also have "rights of survivorship," meaning that he/she will automatically succeed to the account when you pass away. Even if you have a joint account, you should complete the T.O.D. form to assure that the brokerage knows what to do with the remaining assets when both account holders have passed away. This step will also assure that the account may not become part of a time consuming and costly probate process.


Explore More Gift Options

Retirement Plans →

Donate personal property, receive signifcant tax benefits.

Stocks and Investments Fund Accounts →

Donate a valuable asset, receive powerful tax benefits.

Life Insurance →

Use your home to make a gift, but still live there.

Bank Accounts →

Take advantage of appreciated securities, avoid tax.

Jointly Held Accounts →

Make a significant gift, no matter the size of your estate.

United States Savings Bonds →

How can you preserve your businesses' value for your family?

Artwork and Personal Property →

Easy assets you can give with little legal expense.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

Paola Reynoso, Development & Donor Relations Specialist
paolr@aiche.org
646-236-0172

The gift planning information presented on this Planned Giving website of the American Institute of Chemical Engineers is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Marketing Content © 2025 by PlannedGiving.com.

Follow Us

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube
  • Flickr
  • Slide Share
  • About
  • Join AIChE
  • Global
  • Ethical Guidelines
  • Press
  • Privacy & Security
  • Code of Ethics
  • Sitemap
Copyright © American Institute of Chemical Engineers. All rights reserved.