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. Contact CPC for Brokerage Account Details 

Contact Leanna at Support@calpolicycenter.org to obtain California Policy Center’s brokerage account information. Provide a description of the securities and the number of shares so CPC can properly attribute and recognize your gift.

2. Provide CPC’s Account Details to Your Broker

Ask your broker to electronically transfer the desired securities to the California Policy Center. CPC will provide acknowledgment of your gift upon receipt.

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. Contact Leanna at support@calpolicycenter.org.