Umpqua Investments, Inc.
200 SW Market Street
Portland, OR 97201
John Bacialli, Financial Advisor email@example.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
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 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 Public Media fund you specify.
If you hold stock certificates you wish to contribute, contact Katherine at 503-802-9412 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.
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 designated 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.
For additional information please contact:
Katherine Lefever – Director of Donor Engagement
503-802-9412 (direct line)
888-306-5277 (toll free)
211 SE Caruthers St.
Portland, OR 97214