Transfer of Securities

Transferring securities to the Legacy Foundation to benefit the preservation, protection, and enhancement of the Stadium is simple and easy.

Benefits

You want to deduct the full fair market value of your gift once you have held onto the securities for at least one year.
You want to avoid paying capital gains tax on the stock donated to the Legacy Foundation.

STEP 1

Initiate the Transfer of Securities

Securities can be gifted to the Rose Bowl Legacy Foundation in two ways: either via electronic transfer (in which your broker transfers shares to our foundation’s broker) or by physically mailing the paper certificates to the Rose Bowl Legacy Foundation. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer.

DOWNLOAD SAMPLE LETTER

STEP 2

Notify the Rose Bowl Legacy Foundation

Please fill out the form below.

Your Contact Information

First Name

Please enter a valid first name.

Last Name

Please enter a valid last name.

Email Address

Please enter a valid email address.

Phone Number

Please enter a valid phone number.

Address

Please enter a valid address.

Address 2

City

Please enter a valid city.

State

Please enter a valid state.

Zip

Please enter a valid zip code.

Country

Please enter a valid country.

About Your Donation

Do you wish to remain anonymous?

Yes

Please select yes or no.

Approximate Donation Amount

Please enter a valid amount.

Number of Shares

Please enter a valid number of shares.

Name of Security

Please enter a valid name of the security.

What program should the gift be designated?

Please select a gift designation.

About Transferring Broker

First Name

Please enter a valid first name.

Last Name

Please enter a valid last name.

Firm

Please enter a valid firm.

Firm Phone Number

Please enter a valid phone number.

Anything Else?

Notes for the Rose Bowl Legacy Foundation

Please enter a valid message.

STEP 3

Send the Securities to the Rose Bowl Legacy Foundation

Ask your broker to donate through RBC Wealth Management.

Account registration name at RBC Wealth Management: Legacy Connections
RBC Wealth Management’s DTC Number 0235
Full 8-digit RBC Wealth Management account number: 322-06225
Tax ID number: 01-0972999 (Legacy Connections)
Broker’s Name, Company, email, Phone number: Jeffrey Scofield, RBC Wealth Management, Jeffrey.scofield@rbc.com, 626-204-2115