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Logo of Assistance League North Coast
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Appreciated Securities

"A direct transfer from your brokerage account to the ALNC brokerage account is an easy way to make a gift of your appreciated securities, including stocks, bonds, mutual funds or exchange traded funds.
HAVE QUESTIONS?

Here are some of the benefits

  • A  gift of your securities, including stocks or bonds, is an easy way for you to  make a contribution
  • You will receive a charitable income tax deduction on the fair market value of the securities.
  • You will leave a special gift to ALNC.

Should you have questions about making one of these gifts please contact:
‍Pam Whitaker: pam@alnc.org
Marcia Carucci: marcia@alnc.org

What's Next?

  1. Contact Marcia Carucci at marcia@alnc.org for additional information on legacy giving.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name Assistance League of North Coast in your plans, please use our legal name and federal tax ID.

Legal Name: Assistance League ® of North Coast
Address: 1816 Oceanside Blvd Suite F Oceanside, Ca 92054
Federal Tax ID Number: 33-0530220

Download our Legacy of Giving Brochure to find out what gifts will work best for you.

DOWNLOAD NOW
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Planned Giving is a great way to support ALNC. Schedule a call with us and get started today!
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Contacts for
Legacy Giving:
Marcia Carucci
marcia@alnc.org
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.