Stocks and Mutuals Funds

Gifts of Stock and Mutual Funds

For your convenience in making a gift of publicly traded shares of stock or mutual funds to the foundation, simply follow the steps below:

Please call your broker and let them know that you want to make a gift of stock/mutual fund shares to the Solano Community College Educational Foundation.

Your broker will want to know the name of the stock/mutual fund and the number of shares you are contributing. In addition, your broker will request the following information.

Solano Community College Educational Foundation custodian:
LPL Financial Inc
1055 LPL Way
Fort Mill, SC  29715

For stocks and mutual funds DTC number: 0075

Solano Community Foundation account number:    4329-3535

After you have notified your broker, please contact the Solano Community College Educational Foundation Director, Carolyn Warne, at 707-864-7141 or email carolyn.warne@solano.edu and provide the following information:

1. the name and telephone number of your broker
2. the name of the stock and the number of shares you are contributing
3. the purpose or designation of your gift

Please remember, do not instruct your broker to sell the stock/mutual fund and forward the proceeds to the Foundation. This will jeopardize the excellent tax benefits you would receive if the college arranges for the disposition of the stock or mutual fund.

The Solano Community College Educational Foundation will provide a tax receipt for your gift.