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Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call (626) 568-7347. A member of our Planned Giving Team will be very pleased to help you.
 

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Gift of Stocks and Bonds

Gift of Stock and Bonds
Stock/Bonds
CPUMF
What To Give
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to California-Pacific United Methodist Foundation.

Here are some of the potential benefits:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

Make your gift today by electronic transfer!

It's easy. Please contact us for delivery instructions to make a transfer from your brokerage account to California-Pacific United Methodist Foundation.

Send us your gift by mail

If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.

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