More Ways to Give
Flexible pathways for leaders who want to make a lasting impact.​
Whether you give now, plan ahead, or contribute through strategic vehicles, every option helps move the Toigo Legacy forward.
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If you are considering additional ways to contribute to the Legacy in Motion Fund beyond the giving options highlighted, we welcome a conversation. Contact us to discuss meaningful avenues for partnership and impact.
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Robert Toigo Foundation
555 12th Street, Suite 275
Oakland CA 94607
(510) 763-5771
EIN: 13-3565420
Multi-Year Pledges
Multi-year commitments help sustain the long-term growth of the Legacy in Motion Fund. By spreading your gift over several years, you can make a deeper impact while keeping your annual cash flow flexible.
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These pledges provide Toigo with predictable funding that strengthens leadership development, alumni support, and the programs shaping the future of finance.
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If you’d like to set up a multi-year pledge or modify an existing one, please contact AccountsReceivable1@toigofoundation.org. We’ll work with you to document your commitment, schedule installments, and ensure you receive annual tax acknowledgments for each contribution.
Gifts of Stock
By donating appreciated securities, you can maximize your contribution while receiving potential tax advantages. Stock gifts allow you to make a significant impact without affecting your cash flow, while also potentially avoiding capital gains taxes.
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Toigo holds a Merrill Lynch account for stock transfers. After initiating the transfer with your brokerage, please contact AccountsReceivable1@toigofoundation.org so we can provide Toigo's Merrill Lynch account number, confirm receipt, and issue a tax acknowledgment.
Donor Advised Funds (DAFs)
Donor-advised funds allow you to support Toigo using philanthropic capital you’ve already set aside — making a meaningful, tax-efficient investment without impacting your day-to-day cash flow.
To ensure the fastest and most seamless processing, please contact your DAF provider to recommend a grant to:
Robert Toigo Foundation
555 12th Street, Suite 275
Oakland CA 94607
EIN: 13-3565420
Planned Giving
Leave a lasting legacy by including Toigo in your estate plans—through bequests, charitable trusts, or beneficiary designations. Your planned gift ensures that your values continue to shape a future-ready financial ecosystem for generations to come.
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To explore planned giving options or arrange a confidential conversation, please contact us at LIMFund@toigofoundation.org.
Matching Gifts
Many Toigo alumni work at firms with generous matching programs—these matches can double (or even triple) your contribution.
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After making your gift, simply initiate a match through your employer’s HR portal and notify AccountsReceivable1@toigofoundation.org so we can ensure your match is credited appropriately.
Online Donations
Make a secure gift online at any time through our giving portal.
Choose a one-time contribution or set up a recurring monthly gift to deepen your impact throughout the year. Your generosity directly supports leadership development, programming, and long-term investment in our alumni community.
Additional Information
Transaction Fees & Taxes​
Covering transaction fees ensures 100% of your intended contribution supports alumni leadership and long-term impact. Fees vary based on payment method and processing platform.
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For example:
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Covering the fee: Your total charge may be $102.50, allowing Toigo to receive the full $100.
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Not covering the fee: Toigo may receive $97.50, depending on the fee applied.
Payment Adjustments
We understand that financial circumstances may change and that unexpected issues may occur. If you need to modify or recharacterize your pledge, update your payment method, or resolve a processing issue, please contact​ AccountsReceivable1@toigofoundation.org. We are here to support you with discretion and care.
Tax Incentive
The Robert Toigo Foundation is a registered 501(c)(3) nonprofit organization. EIN: 13-3565420
All contributions to the Legacy in Motion Fund are fully tax deductible, and you will receive an email receipt after your gift is processed.
Your Impact
Every gift carries meaning.
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When you invest in the Legacy in Motion Fund, you are not simply making a contribution—you are forming a partnership that fuels leadership, expands opportunity, and accelerates generational impact. We are honored to steward your generosity and committed to ensuring that your support leads to clear, measurable transformation across the finance ecosystem.