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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
Please enter a valid first name.
Please enter a valid last name.
Please enter a valid email address.
Please enter a valid phone number.
Please enter a valid address.
Please enter a valid city.
Please enter a valid state.
Please enter a valid zip code.
Please enter a valid country.
About Your Donation
Please select yes or no.
$
Please enter a valid amount.
Please enter a valid number of shares.
Please enter a valid name of the security.
Please select a gift designation.
About Transferring Broker
Please enter a valid first name.
Please enter a valid last name.
Please enter a valid firm.
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Anything Else?
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STEP 3

Send the Securities to the Rose Bowl Legacy Foundation

Ask your broker to donate through RBC Wealth Management.

RBC Wealth Management
DTC Number: 0235
ACCT Name: Legacy Connections (Tax ID# 01-0972999)
ACCT Number: xxx-06225 (Contact RBC Wealth Management for full account number: 213-266-4605)