Physical offices of CASA are closed until further notice. please email info@casaoc.org if you have any questions.
We care about you and your safety. For up to date information on COVID-19, please visit CDPH.

Stocks & Securities

FOSTER CHANGE IN CHILD’S LIFE WITH YOUR STOCK DONATION

Every donation gives an abused or neglected child a powerful voice, but you can make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds. In addition to providing us with the crucial financial support needed to fulfill our mission, you can save on capital gains taxation of appreciated securities, and can take an immediate charitable deduction for the full market value of the stock.

CASA OC’s account for receiving donated securities is managed by Cooper McManus. Before transferring any securities, please ask your broker to contact our advancement coordinator, Lila Blackney at advancement@casaoc.org or 714.619.0642 with the number of shares and type of stock so we can correctly acknowledge your gift.

Please provide the following information to your broker to enable them to make the transfer:

Account Name: Court Appointed Special Advocates of Orange County

EIN: 33-0069334

Account number: B9F716443

DTC Number: 0226

Broker:

National Financial Services (NFS)

1050 Crown Point Parkway, Suite 1700

Atlanta, GA 30338

771-512-5100


If you have any questions or need assistance with an upcoming or past donation, contact us at advancement@casaoc.org

LIFT UP A CHILD'S VOICE. A CHILD'S LIFE.