A gift of appreciated stock or mutual funds generally provides you a two-fold tax advantage. First, you avoid paying capital gains tax on the increase in the value of the stock or mutual funds. Second, you receive a federal income tax deduction for the full fair market value of the stock or mutual funds on the day that they are transferred to our brokerage account.
It’s easy to make a stock or mutual fund gift to NILC. Complete this pdf form and return it to Marisa Aguayo, Development Director by:
Fax: (213) 639-3911
Postal mail: National Immigration Law Center, 3435 Wilshire Boulevard, Suite 2850, Los Angeles, CA 90010
Please note that this information should not be construed as legal or tax advice. Please contact your own accountant, attorney, or tax advisor for guidance regarding any stock or mutual fund gift you’re considering contributing to the National Immigration Law Center.