Many of our supporters give stock, grant from donor-advised funds, or make a qualified charitable distribution, all of which are more “tax-smart” than giving cash. These options allow you to maximize your impact while benefiting from potential tax savings.
Donating stocks or securities provides us with crucial financial support needed to make a lifelong difference in the lives of abused and neglected children while at the same time providing you with an opportunity to save on capital gains taxation of appreciated securities. You can donate securities by transferring stock certificates or stock held through a broker.
For stock donations to CASA:
- DTC Number: #0725 Raymond James
- Account Number: 512V6058
- Account Name: Child Advocates Of Montgomery County, Inc.
Stock Held Through Your Broker:
Most brokerage firms will require a letter of intent from you to request an electronic transfer of shares to CASA Child Advocates of Montgomery County Inc, Texas. You must specifically authorize your broker to disclose to CASA your name and details pertaining to the stock transfer because privacy laws prohibit brokers from disclosing this information when making wire transfers unless authorized by their client.
For questions, more information, or to begin the donation process, please scroll down and fill out the form below.
To transfer stock certificates, you will require a stock power for each certificate that you plan to donate. The 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, mail the certificates in one envelope and the signed stock powers with the signature guarantee in a separate envelope. Mail the two envelopes to Ann Marie Ronsman, President & CEO, CASA Child Advocates of Montgomery County Inc., 505 N. Main Street, Conroe, Texas 77301
To ensure the arrival of your gift, we recommend that the stock certificate be sent by certified mail with return receipt requested.
For questions, more information, or to begin the donation process, please fill in the following: