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 Fresno Pacific University Foundation
Account Number 3049-0903Schwab Ph# 800-435-4000
The FPU Foundation offers a variety of ways to give which benefit both the donor and FPU. 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 FPU 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 Fresno Pacific University and Fresno Pacific University 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
- Planned Giving - 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 FPU Foundation Development and Legacy Gifts, at 559-453-3451 or steven.redekop@fresno.edu.
