Umpqua Investments, Inc.
200 SW Market Street
Portland, OR 97201
Dave Stockton, Financial Advisor, Vice President Investments, Umpqua Investments
email@example.com / 503-546-2423
All Classical Public Media Tax ID: 93-1042868
Account number: 22598241
Direct transfer number (DTC): 0141
Gifts of Stocks or 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 Allison Silverberg first to avoid delay in processing and recognizing your gift. There are a number of forms which will require your signature, and we are eager to help ensure the process is easy and efficient.
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 stock gift and provide the following information to help us properly credit your gift and send the appropriate acknowledgment.
- 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.
Questions? Contact Allison Silverberg