Stocks & Securities

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CASA of Orange County greatly appreciates gifts of stocks and other securities through its preferred broker, Cooper McManus. In addition to providing us with the crucial financial support needed to make a difference in the lives of abused children, you can save on capital gains taxation of appreciated securities. You can donate securities by transferring stock certificates or stock held through a broker.

When you donate appreciated securities, you are able to deduct the gift as a charitable donation and avoid capital gains tax at transfer, though some capital gains taxation may be a part of the income stream if you choose to fund a gift that pays you income. This dual benefit allows you to leverage a larger donation by using appreciated securities rather than cash to make your gift. Please consult with your tax advisor and/or legal advisor.  If you have any questions or want to notify us of a gift coming in, please e-mail our advancement team at advancement@casaoc.org.

Transfer your stock by either of two methods:

1. Transfer by broker: Draft a letter to your broker providing instructions for the stock transfer.
2. Mail certificate(s): Send the stock certificate(s) by certified mail to CASA of Orange County. In a separate envelope, mail us your signed stock power form and a dated letter that identifies the stock, states how your gift is to be used and includes your signature exactly as it appears on the certificate. Send them on the same day by certified mail to: CASA of Orange County, ATTN: Advancement; 1505 East 17th Street, Suite 214, Santa Ana, CA 92705.

Follow these stock transfer instructions:

Account name: Court Appointed Special Advocates of Orange County (Tax ID # 33-0069334)
Account number: SGH-609242
DTC Number: 0226

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Broker:

National Financial Services (NFS)

1050 Crown Point Parkway, Suite 1700

Atlanta, GA 30338

771-512-5100