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.

Read more about important Donor Advised Fund Guidelines.

Long Beach Community Foundation offers several easy contribution options. If you have any questions, please contact our offices at (562) 435-9033 or by emailing info@longbeachcf.org.

Check: Make checks payable to Long Beach Community Foundation and reference the name of your fund in the memo line. Mail or deliver the check to Long Beach Community Foundation, 400 Oceangate - Suite 800, Long Beach, CA 90802.

Credit Card: Visit the Long Beach Community Foundation website at www.longbeachcf.org/donate to access the donate page for quick and easy credit card contributions to any fund held at the Community Foundation. (100% of your donation is deductible for income tax purposes, but a credit card service charge of about 3% will be deducted from your donation.)
Wire Transfer: Please alert Long Beach Community Foundation of any wire transfer gift with a letter or faxed note. Instructions for each type of gift are detailed below. If you would like to make a gift of restricted or closely-held securities, please call us for instructions.

Wire Transfers of Cash: Please include the fund name and the amount of the gift in your communication to Greater Horizons/LBCF. Send to:
Farmers and Merchants Bank
302 Pine Avenue
Long Beach, CA 90802
Fed Wire and ACH ABA #122201198
For credit to: Greater Horizons
Fbo Long Beach Account: 01-14642-4
Contribution to: (Your Fund’s Name)

Wire Transfer of Government Securities, Stock, Corporate Bonds, and Other Marketable Securities: Please list your shares, the name of the brokerage you are using, and include your signature in your letter or faxed note to Long Beach Community Foundation. Following is suggested language: “I am donating the following shares to Long Beach Community Foundation to be added to the fund’s name. Please sell the shares immediately upon receipt.”

Government Securities, Including Treasury Bills, Notes, Bonds and FNMAs: Please contact Long Beach Community Foundation directly at (562) 435-9033 or info@longbeachcf.org. Long Beach Community Foundation must authorize acceptance of these securities.

Stock, Corporate Bonds, and Other Marketable Securities:
Wire to: National Financial Services LLC
DTC #0226
For credit to: Greater Horizons
Account No.: #645-771593
Contribution to: the fund’s name

Updated 5/17/2021

Download PDF Contributing to Your Fund LBCF.

There are several ways to suggest your grants:
1. Log into your online fund account by visiting www.longbeachcf.org and clicking “My Fund.”
2. Complete this Grant Suggestion Form
3. Send an email to info@longbeachcf.org outlining the grant amount, name of the organization, and the purpose. We will complete the Grant Suggestion Form and send it back to you for signing. You can then email, fax, or mail it back to us.

Learn more about Making Grant Suggestions.

Each quarter a statement is produced as a report of the financial activity impacting your fund during that quarter. Statements are available online approximately three to four weeks after the end of the quarter.

Learn more about Quarterly Statement Description.

• Update Your Fund Form (For all funds except Agency Funds. Agency Fundholders, please use this form 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