Thank you for your interest in donating stock to CAA. Gifts of common stocks, bonds, mutual funds or other appreciated securities provide an income tax deduction (equal to the fair market value at the date of transfer) and, in most cases, eliminate capital gains taxes. We can accept stock gifts through electronic transfer or by mail. We recommend electronic transfer, because it is the most secure process available.
To make a gift from your brokerage account to our brokerage account, please contact our Associate Director John Fong at 415.274.6750. We will need the following information for audit and acknowledgment purposes:
- Your name and complete address
- Name and number of securities transferred
Thank you for your support.