Stocks & Bonds

How to make gifts of securities by electronic transfer and gifts by wire transfer to the Cal Poly Humboldt Foundation

Cal Poly Humboldt Foundation is happy to accept gifts in many forms, allowing donors to maximize the impact of their assets, achieve tax savings, and facilitate meaningful giving. Development at Humboldt can provide consultation to you and your professional advisors in exploring the most beneficial strategies for accomplishing your financial and philanthropic goals. Please let us know when you intend to make your gift so that we can look for the receipt of your assets in our account and assure a timely process. Please provide the information below to your broker or financial representative who will be assisting you in making your gift.

Giving Stocks, Bonds and Other Securities Electronically

Account Name: Cal Poly Humboldt Foundation 
DTC Number: 2925 (Principal Custody Solutions)
Agent Bank ID: 78861
Account Number: 25927700
Tax Exempt ID: 94-6077724

Principal Custody Solutions Contact: 

Wiring Cash

Routing Number/ABA: 121000248
Bank Name: Wells Fargo Bank, N.A., 420 Montgomery St., San Francisco, CA 94104
Account Number: 4537173205
Beneficiary Account Name: Cal Poly Humboldt Foundation Checking
FFC: 4537173205 Cal Poly Humboldt Foundation 

ACH Instructions

Routing Number: 121000248
Bank Name: Wells Fargo Bank, N.A., 420 Montgomery St., San Francisco, CA 94104
Account Number: 4537173205
Tran Code: 22 
FFC: 4537173205 Cal Poly Humboldt Foundation 

If you wish to give Mutual Funds, or other types of assets or to transfer assets in another way, we can provide other instructions for you and your advisors.

For more information please contact:

(707) 826-5200 |