Gifts of Stocks and Bonds
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to California Lutheran University.
Benefits of Your Gift:
- Avoid paying capital gains tax
- Receive a charitable income tax deduction
- Enjoy possible increased income
- Help advance Cal Lutheran's mission
Making Your Gift
You can choose to give by mail or electronic transfer. Please contact us for delivery instructions to make a transfer from your brokerage account to Cal Lutheran. If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.Additional Giving Instructions
Request a brochure
Choose where you want to make your impact, and support the University's growth and consistent high-quality education.
A Cal Lutheran education changes lives. When you support student scholarships you can change lives too.
Leave your mark on campus by helping us grow to meet the needs of students for years to come.
Planned gifts, such as bequests and annuities, can be a wonderful way to provide for your family's future as well as the future of Cal Lutheran.