Donating Securities
Some people choose to support the National CASA Association by donating gifts of securities. 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.
Stock Held Through Your Broker
Most brokerage firms will require a letter of intent from you to request an electronic transfer of shares to National CASA. When doing so, you can provide the following account information to them or simply have them call Charlie McNamara for the information at 800-628-3233, ext. 214.
Account Information
National CASA's account for receiving donated securities is managed by Smith Barney:
Darren Gray
National CASA Account Manager
Citi Smith Barney
Two Union Square, Suite 5200
601 Union Street
Seattle, WA 98101-2327
Phone 206-628-4880
Before transferring any securities, please ask your broker to contact Darren Gray at
the above number, referencing National CASA's tax ID number:
91-1255818. And to ensure that your gift is properly accounted
for, please also notify Michelle Finet, Director of Donor
Relations, at
staff@nationalcasa.org or 800-628-3233, ext. 267.
Stock Certificates
To transfer stock certificates, you need a stock power for each certificate that you plan to donate. These stock powers need to be signature guaranteed—simply go to your local bank or broker and have them witness your signature. They will stamp it accordingly.
After you have signed the powers (do not sign the back of the certificates), mail the certificate(s) in one envelope and the signed stock powers with the signature guarantee in a separate envelope. Mail the two envelopes to:
National CASA Association
Attn: Gifts of Stock
100 W Harrison, North Tower, Suite 500
Seattle, WA 98119
NOTE: To ensure the arrival of your gift, we recommend that the stock certificate be sent by certified mail with return receipt requested.
Thank you for considering a donation of securities to National CASA.
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