Support our work by making a gift of stocks, bonds or mutual funds. A gift of appreciated securities provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes that would normally be due upon sale.
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 or have them call National CASA at 800.628.3233 for the information.
National CASA’s account for receiving donated securities is managed by Morgan Stanley. Before transferring any securities, please ask your broker to contact Kerry Zimm, referencing National CASA’s employer identification number (EIN): 91-1255818. Please also notify National CASA’s resource development team by contacting us at firstname.lastname@example.org or 800.628.3233.
Morgan Stanley Wealth Management
500 – 108th Ave NE, Suite 1900 | Bellevue, WA 98004
Tel: 425-451-2934 | Fax: 425-453-5802
NMLS # 1301159