A man kneeling and a young boy standing in front of a painted wall with flowers and insects, exchanging a handshake. There is a yellow toy truck on the ground next to them.

Give Through Stock Transfer

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.

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: Heather Masterton, Chief Philanthropy Officer
at hmasterton@californiacasa.org or (619) 694-5518.

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.

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.

Questions? We’re Here to Help

Contact Heather Masterton,
Chief Philanthropy Officer hmasterton@californiacasa.org
phone: (619) 694-5518

Giving Stock FAQ

We recommend consulting your financial advisor or tax professional for guidance specific to your situation.

  • 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.

  • 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.

  • 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

  • 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.

  • 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.

  • Yes. California CASA will provide a written acknowledgment for your tax records. To ensure timely recognition, please notify us when you initiate your transfer.