Make a Gift of Appreciated Stock
A gift of appreciated stock is one of the most impactful ways to support children and youth in foster care. By donating securities directly to California CASA, you can maximize your philanthropic impact while potentially reducing your tax burden.
Your generosity ensures that children and youth in foster care have a dedicated CASA volunteer advocating for their safety, stability, and well-being—today and into the future.
Why give stock?
Greater Impact:
You can give more without increasing your out-of-pocket cost.
Tax Advantages:
Avoid capital gains taxes on appreciated securities.
Easy and Secure:
Transfers can be completed directly through your brokerage firm.
Stock Transfer Instructions
We are grateful you are considering supporting California CASA. To make your giving experience as seamless as possible, we’ve prepared clear instructions for several ways to give, including stock transfers, wire gifts, and mutual fund contributions. Each option is a meaningful way to help ensure children and youth in foster care have a consistent, caring CASA volunteer by their side.
Click the button below to download the instructions to bring to your financial advisor. Thank you for your partnership and support. Our team looks forward to working with you.
Let Us Know About Your Gift
To ensure your gift is properly acknowledged and used according to your wishes, please notify us when you initiate a stock transfer.
Contact:
Jenna Snyder at jsnyder@californiacasa.org or (619) 210-2347.
Giving Stock FAQ
We recommend consulting your financial advisor or tax professional for guidance specific to your situation.
What is a stock gift?
A stock gift is a donation of publicly traded securities, such as stocks, bonds, or mutual funds, made directly to California CASA instead of selling the assets first and donating cash.
What are the benefits of donating stock?
Donating appreciated stock can be a tax-efficient way to give. In many cases, donors may:
Avoid capital gains taxes on appreciated securities.
Receive a charitable tax deduction for the full fair market value of the gift.
Make a larger impact without increasing out-of-pocket costs.
How long does a stock transfer take?
Most electronic stock transfers are completed within 3–10 business days, depending on your brokerage firm and the type of security. Physical certificates may take longer.
Is there a minimum amount required to give stock?
There is no minimum required by California CASA. However, some brokerage firms may have their own minimums or processing fees. Please check with your broker or advisor.
Can I give stock from my retirement account?
Yes. Certain retirement account assets, including mutual funds, may be eligible for transfer. Your broker or financial advisor can help determine the best method and any tax implications.
Will I receive an acknowledgment for my stock gift?
Yes. California CASA will provide a written acknowledgment for your tax records. To ensure timely recognition, please notify us when you initiate your transfer.
Questions? We’re Here to Help
Contact Jenna Snyder, Manager of Annual Giving at:
Email: jsnyder@californiacasa.org
Phone: (619) 210-2347