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FPU Foundation

Year End Gifts of Appreciated Stock

To give appreciated stock, contact Steven Redekop at 559-453-3451 or steven.redekop@fresno.edu and provide the following information to your advisor/financial institution:

  • Schwab
    DTC #0164
    FBO Ï㽶ÊÓƵ¹ÙÍø Foundation
    Account Number 3049-0903

  • Schwab Ph# 800-435-4000

     

The FPU Foundation offers a variety of ways to give which benefit both the donor and FPU. Through planned giving, donors can achieve their goals, cut taxes, increase their income and give students a quality education based on Biblical values.

To guarantee educational excellence and protect FPU from financial pressures, a strong financial base is necessary. Gifts have come from traditional sources such as trusts and real estate as well as non-traditional sources such art, automobiles and collectibles.

Benefits of Giving

Heritage Society: The Heritage Society includes the generous friends who have named Ï㽶ÊÓƵ¹ÙÍø and Ï㽶ÊÓƵ¹ÙÍø Foundation in a planned gift, a will or a lifetime donation including insurance, living trusts, IRA donation and annuity or trust.  These generous donors are celebrated during an annual dinner and receive regular mailings, e-mails, and Foundation website access, providing up to date information on tax changes and issues related to their estate planning.

Foundation Services

  • - effective giving for the best tax advantages
  • Annuities - a meaningful gift and an income
  • Trusts - helpful to those of moderate means
  • Wills - the best planning tool
  • Estate planning - an organized approach to ensure your wishes
  • Real estate planning - a convenient way to make a gift

For more information contact Steven Redekop, Director of FPU Foundation Development and Legacy Gifts, at 559-453-3451 or steven.redekop@fresno.edu.

Our Team