Stock Gifts
Giving has benefits! Donating appreciated assets, such as stocks, bonds, or mutual funds, is a tax-advantaged opportunity for donors to support Nexus Family Healing.
Individuals can avoid capital gains tax by donating stock, as opposed to selling it and contributing cash. Because there are no capital gains taxes to pay, donors can contribute a greater amount, and, thereby, have greater tax deductions from their income taxes. Discuss the potential benefits with your financial advisor!
- Step 1: Provide your broker with the following information:
Nexus Foundation for Family Healing
505 Highway 169 N
Suite 500
Plymouth, MN 55441- Nonprofit status: IRS 501(c)(3) organization
- EIN (Federal Tax ID): 83-2534015
- Account Title/Registration: Nexus Foundation for Family Healing
- Account Number: 637560857
- Name of Receiving Institution: National Financial Services, LLC
- DTC Number: 0226
According to IRS Guidelines, the date and value of your gift are determined by the date on which Nexus Foundation for Family Healing takes control of the securities.
- Step 2: Email Nexus Foundation for Family Healing: Foundation@nexusfamilyhealing.org
Stock transfers do not include the name of the donor when they are received. Sending the following information ensures appropriate recognition and designation of your gift.- Donor Name
- Phone Number
- Type of Stock/Stock Name
- Number of Shares
- Approximate Dollar Value
- Date of Donation
- Any specific direction/restriction for use of funds
Information provided is general in nature and should not be construed as legal or tax advice. Please always consult an attorney or tax professional regarding your specific legal or tax situation.
Donor Advised Funds
Yes! Nexus Foundation for Family Healing welcomes gifts from Donor Advised Funds (DAFs).
DAF gifts can be made payable to Nexus Foundation for Family Healing and mailed to:
Nexus Foundation for Family Healing
505 Highway 169 N
Suite 500
Plymouth, MN 55441
EIN (Federal Tax ID): 83-2534015
Include your contact information and we will keep you apprised of how your gift is making a difference for kids and families!
Information provided is general in nature and should not be construed as legal or tax advice. Please always consult an attorney or tax professional regarding your specific legal or tax situation.
IRA Gifts
IRA owners aged 70 ½ years old or older may use a Qualified Charitable Donation (QCD) to donate up to $108,000 (2025) to qualified charities directly from their account. Because the amount donated through a QCD counts toward Required Minimum Distributions (RMDs), it helps exclude taxable income, reduce tax liability, and potentially satisfy all or part of an individual's annual RMDs. A QCD can exceed the RMD amount for the year so long as it does not exceed the annual limit. Talk to your financial advisor for more details!
IRA gifts can be made payable to Nexus Foundation for Family Healing and mailed to:
Nexus Foundation for Family Healing
505 Highway 169 N
Suite 500
Plymouth, MN 55441
EIN (Federal Tax ID): 83-2534015
Include your contact information and we will keep you apprised of how your gift is making a difference for kids and families!
Information provided is general in nature and should not be construed as legal or tax advice. Please always consult an attorney or tax professional regarding your specific legal or tax situation.
Legacy Giving
Your thoughtful planning and generosity can impact children and families for years to come.
A legacy gift can positively affect your current and/or future finances, sometimes providing tax advantages, helping you increase your income, and enabling you to provide for yourself and your family—while also supporting the Nexus mission, now and into the future.
There are a variety of ways to support Nexus Family Healing through planned gifts including:
Bequests, Wills and Living Trusts
Leaving a bequest is one of the easiest ways to give. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to Nexus Family Healing as part of your estate plan. You can even designate a specific location or agency at Nexus.
Call us at 612-760-4549 or email us at foundation@nexusfamilyhealing.org for information on how to leave a lasting impact on the children and families who turn to Nexus for help.
Sample bequest language:
I give and bequeath and devise to Nexus Foundation for Family Healing a 501c(3) non-profit corporation located in Plymouth, Minnesota, __________ percent (_______%) of my estate; OR the sum of $________; OR all my right, title, and interest in the following described property: ______________________________; OR all rest, residue, and remainder of my estate to be used for the following purposes: ______________________________________________________________________________.
If you’ve already included Nexus Family Healing in your estate plan, please let us know!
Let’s celebrate today the future impact of your generous decision and commitment to our children and families! Contact 612-760-4549 or foundation@nexusfamilyhealing.org.
Designate Nexus Family Healing as an Account Beneficiary
Naming Nexus Family Healing as a beneficiary for part or all of one’s retirement account allows our organization to receive the full amount without a tax burden. Because nonprofits do not pay taxes on bequeathed assets, this makes them ideal beneficiaries.
This is a simple, effective way to create a legacy, and it can be revised if personal or financial circumstances change.
Establish a Charitable Remainder Trust (CRT)
A Charitable Remainder Trust (CRT) is an irrevocable trust designed to generate a potential income stream for the investor and/or the trust’s beneficiaries, with the remaining assets to be donated to the investor’s nonprofit organization of choice following the trust’s term. Once a CRT is sold, the investment income is tax-exempt, making the particular trust especially beneficial for individuals with highly appreciated assets as it preserves the fair market value of said assets-in-kind.
With a CRT, individuals receive an income stream with the potential for income tax deductions while making a long-term charitable impact. Contact your financial advisors for more information.
Information provided is general in nature and should not be construed as legal or tax advice. Please always consult an attorney or tax professional regarding your specific legal or tax situation.