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Donate Stocks and Securities
Stocks and Securities

Each year, the California Scottish Rite Foundation receives gifts of Stock or Mutual Fund shares. These gifts may enable you to realize tax benefits while giving you the satisfaction of helping your fellow brethren, their wives and widows.

If you own appreciated stocks, bonds or mutual funds, held by you for more than a year, donating them to our California Scottish Rite Foundation may allow you to reduce or avoid more capital gains taxes and receive a federal income tax charitable deduction.

You can also designate the California Childhood Language Centers and/or California Scottish Rite Foundation as the beneficiary of your securities. For more information, please contact your broker about this simple way to give.

If you should have specific questions about donating stocks or securities, please contact Lester W. Miller, Foundation Secretary at (562) 435-6061.
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California Scottish Rite Foundation
All rights reserved