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 firstname.lastname@example.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
Account number: B9F716443
DTC Number: 0226
National Financial Services (NFS)
1050 Crown Point Parkway, Suite 1700
Atlanta, GA 30338
If you have any questions or need assistance with an upcoming or past donation, contact us at email@example.com