For Professional Advisors
- Sample Gift Language
- Sample Codicil
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- Goals and Benefits
- Personal Calculators
- Frequently Asked Questions
Gifts Anyone Can Make
Gifts That Pay You Income
Gifts That Protect Your Assets
As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
Please feel free to contact us directly for information or assistance on a confidential basis.
Legal Name: California Pacific Medical Center Foundation
Tax I.D. Number: 94-2728423
DTC Number: 0221
Account Number: SO 11184 (use the letter “O”, not the number “0”)
To make a gift of stock, please contact CPMC Foundation’s Gregory Marks at 415-600-4113 or email@example.com and follow the process to transfer a gift to CPMC Foundation.
Broker Contact: Michael Hardy, Senior Vice President, Investments
(855) 478-0351 fax
Incorporated in: San Francisco, CA