Close up of old stock certificate detail

Stocks & Mutual Funds

NCLR Stock & Mutual Fund Contribution Instructions

Why Give Stock or Mutual Funds?

If you purchased stock many years ago for only $1,000, and now it is worth $10,000, an outright gift of this stock to NCLR would result in a charitable contribution deduction of $10,000.There would be no tax on the $9,000 appreciation in value.

Gifts of appreciated stock or mutual funds are fully deductible up to a maximum of 30% of your adjusted gross income. For example, if your adjusted gross income for the year is $100,000, up to $30,000 of long-term appreciated stock and other property gifts may be deducted for that year. Any excess can generally be carried forward and deducted over as many as five subsequent years.

Please consult your tax attorney as tax laws are subject to change. This information should not be construed as legal or tax advice.

It’s easy to make a stock or mutual fund gift to NCLR. 

  1. Fill out this stock transfer letter, download it, or print it and send it to your broker.
    Your gift of stock or mutual fund shares must be received by NCLR’s broker by December 31 to count as a tax deduction for that year.
  2. To ensure that you are properly credited and acknowledged for your gift, please notify Elizabeth Lanyon, Associate Director of Philanthropy of your intent to give at elanyon@nclrights.org.

Questions? If you have questions, please contact Elizabeth Lanyon in our Philanthropy Department at 415.392.6257

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