Customer Service

Making a Gift via Securities or Wire Transfer

Stock Transfer Instructions

If you would like to transfer a gift of securities to Cal State Fullerton Philanthropic Foundation for Cal State Fullerton, please provide your broker with the following information. Your broker can then transfer the stock directly to the Philanthropic Foundation electronically. Please notify CSFPF of the transfer (either you or your broker) by calling Julie Chung at 714-278-7071 or email her at juchung@fullerton.edu.

Fidelity Acct#: Y02-153745
Routing #: 122000496
For credit to: CSF PHILANTHROPIC FDN
DTC#: 0226

Our local stock broker is:

Fidelity Investment Center
815 E Birch St
Brea, CA 92821
(714) 672-0060

Endorsing a Stock Certificate

If you have a stock certificate you would like to endorse over as a gift to the CSFPF, please contact Julie Chung at 714-278-7071 or email her at juchung@fullerton.edu.

Wire Transfer Instructions

For wire transfer information, please contact Julie Chung at 714-278-7071 or email her at juchung@fullerton.edu.

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Life is give and take.

So is our charitable gift annuity.

Take a moment to consider this wonderful way to give – and to receive.

Click here
for more information.

Cal State Fullerton Philanthropic Foundation • 2600 E. Nutwood Ave, Suite 850 • Fullerton, CA 92831
juchung @ fullerton.edu • (714) 278-2118

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Last modified June 23, 2008