Gifts of Stock
The transfer of stock from a donor to CCSA Foundation is a simple transaction.
Instructions for Transfer of stock:
Stock can be wire transferred to CCSA Foundation’s account with Fidelity Investments using the following information:
Account Name: CCSA Foundation
Account #: Z50848204
DTC #: 0226
Tax Deductible Giving
For a gift of appreciated securities, a donor is entitled to an income tax deduction for the full fair market value of the securities up to 30% of adjusted gross income, with any balance carried forward up to an additional five years. In order for the gift to be fully deductible, the donor must have held the asset for more than one year. The value of the gift is the average of the high and low market prices on the date the securities are transferred to CCSA Foundation.