Support: Gifts of Stock
 /  Gifts of Stock

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.

Important for proper crediting in our office:

Kindly notify Amy Komarnicki in writing with the name of the security, number of shares, date of the gift, and if your gift is restricted to the capital campaign or a specific program. Gifts received without instructions will be designated to the annual fund for general program support.

CCSA Foundation supports Chester Charter Scholars Academy (CCSA), an arts-integrated, academically rigorous, non-profit public charter school in the Chester Upland School District.

EIN/Tax ID: 20-3297449
Chester Charter Scholars Academy seal logo Chester Charter Scholars Academy prepares children to employ their intellectual and creative powers to enrich their community.

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