|
- Very few mutual funds network with brokerage firms. In most cases we have to open an account with mutual fund companies to handle each individual mutual fund gifts. Please contact Janet Anderson 541-463-5803 so we can open an account with your mutual fund company.
- Contact the customer service department at your mutual fund company, provide them with the Foundation’s account number, and request instructions or forms to transfer your asset to the Foundation’s account.
- Send a letter to the Foundation indicating if your gift is:
- Unrestricted or designated for a specific purpose
- The estimated amount of the gift
- The name of the mutual fund.
Mutual fund transfers usually take a much longer time than securities, so plan your gift well in advance of the date you wish to make the transfer.
Lane Community College Foundation is located at:
Lane Community College Foundation
Building 3, 2nd floor
4000 E 30th Ave
Eugene, Oregon 97405
Please call us at 541-463-5803 if you have questions about this process.
Lane is an excellent investment.
Giving to the Lane is easy and there are many ways in which you can show your support.
Every gift makes a difference in a student’s life. |
