FEATURED ARTIST: Alan Howe FEATURED ARTIST: Alan Howe FEATURED ARTIST: Alan Howe FEATURED ARTIST: Alan Howe FEATURED ARTIST: Alan Howe

October 25, 2014

Please direct inquiries and information for processing gifts of securities to Amy Clayton:

Amy Clayton РMajor Gifts Officer
amy@allclassical.org
503-802-9405 (direct line)
888-306-5277 (toll free)
503-802-9461 (fax)


Broker:
Umpqua Investments, Inc.
200 SW Market Street
Suite 1900
Portland, OR 97201

Contacts:
John Bacialli, Financial Advisor jbacialli@umpquainvestments.com
503-226-7000 (phone) / 503-226-0202 (fax)

Account number: 22598241

Direct transfer number (DTC): 0141


The All Classical Public Media Tax ID: 93-1042868


Beneficiary Designations

Naming All Classical Portland as a full or partial beneficiary of your IRA or other qualified retirement plan is a simple way to provide for the future of the station, while avoiding estate and income taxes. All Classical Portland can provide you and your financial advisors with the appropriate designation language to include in these financial vehicles.

Gifts of Securities

All Classical Portland Public Media routinely receives gifts from members of stocks or securities. Appreciated stock gifts may yield distinct tax advantages for you. To find out more, please consult your financial advisor.

If you have a broker managing your investments, you can save both time and effort in making a gift of stock. The stocks you contribute will be sold and the resulting money deposited to the All Classical Portland Public Media fund you specify.

If you hold stock certificates you wish to contribute, contact Amy at 503-802-9405 first to avoid delay in processing and recognizing your gift. There are a number of forms which will require your signature, including a limited power of attorney, which you should then return with your stock certificates.

To learn more about gifts of stock and alternative gift contributions, visit our stock gift information page, please contact Amy for information, or have your broker call us for specific wiring instructions. Your call will be treated with the utmost confidence.


The legal name is All Classical Public Media, Inc., a 501(c)(3) non-profit organization in Oregon. All gifts are used for general operations unless otherwise desginated by the donor.


Please notify All Classical of your gift and provide the following information to help us properly credit your gift and send the appropriate acknowledgement.

  • donor name, address, phone
  • description / identification of securities
  • name and phone number of investment firm initiating transfer

The gift date for direct transfers of securities is the date on which the gift is received into our account.


Thank you for your support! Please don’t hesitate to contact us if you have any questions.