Giving appreciated securities or mutual funds is an easy and efficient way to support SCPR’s service. It is almost always a better strategy to give appreciated securities directly to SCPR, rather than selling them and donating the proceeds of the sale. In fact, many members find that the tax benefits associated with giving appreciated securities to SCPR actually allow them to increase the size of their gift.
In order to make your stock gift please provide the following delivery information to your broker, and notify SCPR when you have completed your request to your broker.
Firm: RBC Wealth Management
300 N Lake Avenue, Suite 1010
Pasadena, CA 91101
Tel. (626) 204-2110
DTC #: 0235
Account Name: Southern California Public Radio
Federal Tax ID #: 95-4765734
To ensure the timely completion of your transaction, or if you have any questions, please contact Katherine Gfeller, 626-583-5145 or by e-mail using our online contact form.
If you are transferring a mutual fund asset, please contact SCPR BEFORE initiating your transaction. Mutual funds require special handling.
It can take several weeks from the time that you initiate your transfer until it is received and posted at SCPR. At the end of the calendar year, please initiate your transfer early to ensure that your gift is recognized in the tax year desired.