Your Gift Empowers Investors to Build Financial Confidence
For 75 years, BetterInvesting has taught everyday Americans to take control of their financial futures — not by picking stocks for them, but by teaching them how.
Your gift keeps that mission alive. Give online in minutes.
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All gifts are tax-deductible. EIN: 38-2111435
Ways to Give
The fastest way to support BetterInvesting. Gifts of any size help sustain our mission.Donate Now →
Suggested amounts:
- $75 — Honor our 75th year
- $150 — Double the impact
- $300 — Invest in the next generation
Tax-Smart Giving Options
Qualified Charitable Distributions (QCDs)Are you 70½ or older with an IRA? A Qualified Charitable Distribution may be the most tax-efficient way to support BetterInvesting.
A QCD is a direct transfer from your IRA to a qualified charity. When done correctly:
- The distribution is excluded from your taxable income
- It can satisfy your Required Minimum Distribution (if you're 73+)
- You benefit whether you itemize or not
- It can reduce Medicare premiums and Social Security taxation by lowering your adjusted gross income
2026 QCD Limit: $111,000 per person ($222,000 for married couples)
To make a QCD to BetterInvesting:
| Detail | Information |
| Organization | National Association of Investors Corp. (dba BetterInvesting) |
| EIN | 38-2111435 |
| Address | 570 Kirts Blvd., Suite 237, Troy, MI 48084 |
Note: QCD checks from your IRA custodian should be sent to our physical address in Troy, not our PO Box.
Questions? Contact Cliff Trent at clifft@betterinvesting.org or (248) 654-3035. We'll provide any additional information your IRA custodian needs.
Important timing note: If you're 73+ and plan to use a QCD to satisfy your RMD, the QCD must be completed before you take your regular distribution. The IRS treats the first dollars out of your IRA as satisfying your RMD. Contact your custodian early in the year to arrange your QCD before any automatic distributions process.
Gift Appreciated Stock
Smart tax strategy for investors: Donate appreciated securities held more than one year, and you may:
- Avoid capital gains tax on the appreciation
- Receive a charitable deduction for the full fair market value
- Give more than an equivalent cash donation would cost you
Example: A $10,000 stock gift with a $4,000 cost basis saves you capital gains tax on $6,000 of appreciation — making your effective cost significantly less than a $10,000 cash gift.
Transfer Instructions:
| Detail | Information |
| DTC Number | 0015 |
| Account Name | National Association of Investors Corp. |
| Account Number | 771 629490 |
| Broker | Morgan Stanley Smith Barney |
| Broker Address | PO Box 484, Jersey City, NJ 07303-0484 |
Please notify us of your transfer so we can properly acknowledge your gift and provide documentation for your tax records.
Contact Cliff Trent at clifft@betterinvesting.org or (248) 654-3035.
Gift Mutual Fund Shares
Donating appreciated mutual fund shares works similarly to stock gifts — you avoid capital gains tax while receiving a deduction for fair market value.
Contact Cliff Trent at clifft@betterinvesting.org or (248) 654-3035 for transfer instructions specific to your fund family.
Legacy Giving
Include BetterInvesting in Your Estate Plans
A legacy gift ensures that investment education remains available to future generations. There are several ways to make BetterInvesting part of your estate plan:
Name BetterInvesting as an IRA or Retirement Account Beneficiary
This is one of the most tax-efficient ways to leave a legacy gift. Retirement accounts left to heirs are subject to income tax when distributed. But when left to a nonprofit like BetterInvesting, the full value passes tax-free.
You can designate BetterInvesting as a primary or contingent beneficiary for all or a percentage of your IRA, 401(k) or 403(b). Simply contact your plan administrator to update your beneficiary designation.
Include BetterInvesting in Your Will or Trust
A bequest costs nothing today and can be modified as your circumstances change. Sample language:
"I give to the National Association of Investors Corporation (dba BetterInvesting), a 501(c)(3) nonprofit organization located in Troy, Michigan (EIN 38-2111435), [the sum of $_____ / _____ percent of my residuary estate / the following property: _____] to be used for its general charitable purposes."
Charitable Remainder Trust
A charitable remainder trust can provide you or your beneficiaries with income during your lifetime, with the remainder passing to BetterInvesting. This approach can also provide immediate tax benefits.
Life Insurance Gift
Name BetterInvesting as the beneficiary of a life insurance policy you no longer need, or donate a paid-up policy and receive a charitable deduction.
Questions about legacy giving? Contact Cliff Trent at clifft@betterinvesting.org or (248) 654-3035. We're happy to discuss options with you and your financial or legal advisors.
Other Ways to Support Our Mission
Volunteer Your Time
Share your investment knowledge with our community. Volunteers lead local chapter events, mentor new investors, and help spread the word about BetterInvesting's mission.
Learn about volunteer opportunities →
Give a Gift Membership
Know someone who would benefit from BetterInvesting? A gift membership provides access to our educational resources and tools.
Give a membership →
About Your Gift
Organization: National Association of Investors Corp. (dba BetterInvesting)
Tax Status: 501(c)(3) nonprofit
EIN: 38-2111435
Deductibility Code: PC (public charity)
For check donations: NAIC/BetterInvesting PO Box 220 Royal Oak, MI 48068
For stock transfers, QCDs, and custodian checks: National Association of Investors Corp. 570 Kirts Blvd., Suite 237, Troy, MI 48084
Questions about giving? Contact Cliff Trent at clifft@betterinvesting.org or (248) 654-3035.
