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Year End Gifts of Appreciated Stock

To give appreciated stock, contact Steven Redekop at 559-453-3451 or steven.redekop@fresno.edu and provide the following information to your advisor/financial institution:

• Schwab
  DTC #0164
  FBO ³ÉÈËÖ±²¥ Foundation
  Account Number 3049-0903

• Schwab Ph# 800-435-4000

   

The ³ÉÈËÖ±²¥ Foundation offers a variety of ways to give which benefit both the donor and ³ÉÈËÖ±²¥. Through planned giving, donors can achieve their goals, cut taxes, increase their income and give students a quality education based on Biblical values.

To guarantee educational excellence and protect ³ÉÈËÖ±²¥ from financial pressures, a strong financial base is necessary. Gifts have come from traditional sources such as trusts and real estate as well as non-traditional sources such art, automobiles and collectibles.

Benefits of Giving

Heritage Society: The Heritage Society includes the generous friends who have named ³ÉÈËÖ±²¥ and ³ÉÈËÖ±²¥ Foundation in a planned gift, a will or a lifetime donation including insurance, living trusts, IRA donation and annuity or trust.  These generous donors are celebrated during an annual dinner and receive regular mailings, e-mails, and Foundation website access, providing up to date information on tax changes and issues related to their estate planning.

Foundation Services

• - effective giving for the best tax advantages
• Annuities - a meaningful gift and an income
• Trusts - helpful to those of moderate means
• Wills - the best planning tool
• Estate planning - an organized approach to ensure your wishes
• Real estate planning - a convenient way to make a gift

For more information contact Steven Redekop, Director of ³ÉÈËÖ±²¥ Foundation Development and Legacy Gifts, at 559-453-3451 or steven.redekop@fresno.edu.