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Giving Stocks or Other 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 the National CASA Association. When doing so, you can provide the following account information to them or have them call National CASA for the information: 800.628.3233.

Account Information

National CASA’s account for receiving donated securities is managed by Morgan Stanley.

National CASA Account Manager:
Kerry Zimm
Financial Advisor
Morgan Stanley
500 – 108th Avenue Ne, Suite 1900
Bellevue, WA 98004
Phone: 425.451.2934
http://www.morganstanleyfa.com/kerry.zimm/

Before transferring any securities, please ask your broker to contact Kerry Zimm 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 National CASA staff, at donate@casaforchildren.org or 800.628.3233.

Morgan Stanley Smith Barney LLC. Member SIPC.

Stock Certificates

To transfer stock certificates, you will 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(s) be sent by certified mail with return receipt requested.

Thank you for considering a donation of securities to National CASA.

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