Access My Fund

LBCF, 1 World Trade Center, 8th Floor, Long Beach, CA 90831
Web: www.longbeachcf.org Email: info@longbeachcf.org
Phone: (562) 435-9033 Fax: (562) 590-0493
Tax ID#: 20-5054010

The Long Beach Community Foundation (LBCF) offers several easy ways to contribute to your fund:

Check(s):
Make check(s) payable to the Long Beach Community Foundation, noting your six-digit fund ID on the memo line. If you do not know your fund ID, the name of your fund is sufficient.

Mail check(s) to:
Long Beach Community Foundation One World Trade Center, 8th Floor, Long Beach, CA 90831

Credit/Debit Card or Checking/Savings Account:
Visit our website to make a secure contribution via credit card, debit card, checking, or savings account to any fund held at LBCF. Applicable credit card and bank fees will be assessed. Go to: longbeachcf.org/donate

Electronic Wire Transfer of Cash:
Please alert Tara Sievers via email (tara@longbeachcf.org) that you will be making a transfer. Include your name, $ amount and note the fund name and ID you are donating to.

Transfer to:
Farmers and Merchants Bank
302 Pine Avenue
Long Beach, CA 90802

Fed Wire and ACH ABA #122201198
For credit to: Long Beach Community Foundation
Account: 01-13313-6
Contribution to: (Your Fund’s Name)

Transfer of Stock, Corporate Bonds or other Marketable Securities

Stock in a Brokerage Account

Step 1: Contact your broker to have the stock transferred to:

Long Beach Community Foundation Corporate
Nonprofit Tax ID: 20-5054010

Kevin Tiber
Farmers and Merchants Bank
302 Pine Ave, Long Beach, CA 90802
(562) 437-0011

Firm Name: FIS Wealth Outsourcing
DTC #5409
Account: #74-2082-01-9 Farmers and Merchants Trust Company
Further credit to: 82-71-0225-01-2 Long Beach Community Foundation

Step 2: Print out and complete the “Authorization for Transfer of Gift Securities” form.

Email to all parties:
Tara Sievers, LBCF
tara@longbeachcf.org
562-435-9033

Kevin Tiber, F&M Trust Company
kevin.tiber@fmb.com
562-437-0011

F&M Trust Company
trustoperations@fmb.com
562-436-5048

Stock Certificate in your name
Deliver the stock certificate with a guaranteed stock power plus a signed “Authorization of Gift Securities” form to:
Farmers and Merchants Trust Company
Attn: Transfers
302 Pine Ave., 2nd Floor
Long Beach, CA 90802

The value of your donation will be the median price of your stock on the date the stock transfers to the Long Beach Community Foundation or the date you deliver the stock certificates to the bank.

Other Assets:
Contact LBCF to discuss a donation of real estate, life insurance policies or other assets.

Email: info@longbeachcf.org Tax ID#: 20-5054010

Download PDF Contributing to Your Fund LBCF.

Updated 11/26/2024

With your donor advised fund, you can support any 501(c)(3) public charity in the US, including governmental, educational, and religious institutions. Rest assured that the Long Beach Community Foundation (LBCF) will exercise due diligence to make sure grants from your fund are given to organizations that have met 501(c)(3) IRS requirements.

In some cases, LBCF may need to contact you and/or the suggested grant recipient for additional information before approving the grant.

For more information on what types of grants are allowed from your DAF, download the Donor Advised Fund Guidelines here.

Log into the GOfund donor portal by clicking the "Log In to My Fund" button found on this page. If this is your first time logging in you will need to create a password. To do this, enter your email and click the "create or reset your password" link.

Donor Advised Funds

Once signed in, click the fund name you want to recommend a grant from.

• From the home page, click “recommend a grant.”
• Select grant to “organization” and begin typing the name of your intended recipient into the box. A list of possible nonprofits will appear for you to select from.
• If you don’t see your intended recipient, click “create new organization/fund.”
• Fill in the fields to the best of your knowledge.
• Enter the amount you’d like to grant.
• If you’d like your grant issued on a specific date, click on “timing of grant” and enter the date you’d like it issued. If you’d like it issued as soon as possible, click on “issue this grant upon Foundation approval.”
• Select the grant type. You can choose between general operating/unrestricted or restricted. If you choose “restricted” please include a short description of your grant purpose.
• You can choose to issue your grant anonymously. Click on the check box if you choose to do so.
• Before submitting your request, you must confirm you will not be receiving any personal gain in conjunction with the grant. To do so, click the checkbox.
• Click submit. Once submitted, you will be redirected to a “thank you” page. From there, you can recommend another grant or return to your home page.

For more information on what types of grants are allowed from your DAF, download the Donor Advised Fund Guidelines here.

Agency Funds:

Annual Distribution: At the start of every year, eligible agency fund holders can request their annual distribution from their GOfund portal. The process of the agency fund holder choosing to take or reinvest this annual distribution is managed by authorized fund advisors in the LBCF GOfund portal.

GOfund Instructions:

Once signed in, click the fund name you want to request a grant from.

• From the home page, click “Recommend a grant.”
• Select grant to “organization” and begin typing the name of your organization into the box. A list of possible nonprofits will appear for you to select from.
• Enter the amount you’d like to request. You will see your annual distribution amount at the top of your fundholder portal as "Spendable Balance," calculated by LBCF's annual spending policy
• If you’d like your distribution issued on a specific date, click on “timing of grant” and enter the date you’d like it issued. If you’d like it issued as soon as possible, click on “issue this grant upon Foundation approval.”
• Select the grant type general operating/unrestricted or restricted. Before submitting your request, you must confirm you will not be receiving any personal gain in conjunction with the grant. To do so, click the checkbox.
• Click submit. Once submitted, you will be redirected to a “thank you” page. From there, you can recommend another grant or return to your home page.

The amount and frequency of this distribution depends on the type of agency fund established and the terms of the initial fund agreement. The process of requesting a distribution larger than the Spendable Balance in GOfund is made by contacting LBCF Executive Administrator, Deanna Bennett.

If you are having trouble accessing the GOfund portal, please email LBCF or call, (562) 435-9033

Fund statements are available by clicking the "Access My Account Online" button found above.  Once in the donor portal, click on the "Statements" tab to find monthly, quarterly, or year-to-date statements. If you have any questions regarding statements, please email us at info@longbeachcf.org.

View monthly and quarterly investment reports here.

For Donor Advised Fund Holders: Use this Update Your Fund Form

For Agency Fund Holders: Use this Update Your Agency Fund Form

Investment Recommendation Form (downloadable)

• Memo of Philanthropic Intent Cover Letter and Form
• Leaving a Legacy through Planned Giving
• Suggested Language for Legacy Plans

• Deanna Bennett, Executive Administrator, (562) 435 -9033
• Tara Sievers, Donor Relations & Community Outreach Coordinator, (562) 435-9033 x 2378