Stocks & Mutual Fund Gifts
Give a Gift of Appreciated Stock Today
If you’d like to make a gift of stock or mutual funds, follow our two step process below:
1. Initiate the Transfer
Contact your broker and ask them to transfer your stock or mutual funds into California Policy Center’s account.
If it’s easier, you can download the sample letter below to send to your broker to get the ball rolling.
2. Notify Us
Once your transfer is initiated, fill out the form below to describe the securities being donated so we can attribute them to you. Sometimes transfers don’t include the donor’s name, which makes this step important if you want a tax receipt for this gift.
If you’re interested in more information about how donating appreciated stock can create tax advantages, check out this article from Fidelity Charitable.
Questions?
Our team would be delighted to answer your questions about giving strategically to CPC. You can reach out to Jackson Reese today. jackson@calpolicycenter.org