Gifts of Securities and Donor Advised Funds

Gifts of Securities

Donating a charitable gift of stock or mutual fund shares is a great way to support the work of CASA of St. Louis and receive an end-of-the-year tax break. 

Stock or mutual fund donations are particularly attractive if they have increased in value since the beginning of this calendar year—you will receive a charitable deduction for the value of the donated shares, and you will not have to pay any capital gains tax on the increased value of the donated shares.

1: Initiate transfer

There are two common methods of gifting Securities to CASA of St. Louis. The first is Electronic Transfer by which your broker can transfer shares to CASA of St. Louis using our DTC number. The other involves physically mailing the paper certificates to CASA of St. Louis.

Please provide your broker with the following information when initiating the transfer:  

Transfer to:

CASA of St. Louis 

Schwab Account 5333-1785

DTC 0164

2: Notification of donor intent

In order for CASA of St. Louis to properly acknowledge a gift of stock upon receipt, it is important that we are notified in advance by the donor or transferring broker of the following: 

-Donor's name and complete address

-Name and number of securities transferred

-Date of transfer

-Restriction on gift (if any)

Please email, regular mail, or fax to:

CASA of St. Louis
Attn: Kathy Duffin, Director of Development
105 South Central Avenue
St. Louis, Missouri 63105

3: Method of delivery

To Deliver by Mail:
If registered in the name of CASA of St. Louis, please send the certificate(s) via registered mail to:

CASA of St. Louis
Attn: Kathy Duffin, Director of Development
105 South Central Avenue
St. Louis, Missouri 63105

If the certificate(s) are in your name, please endorse the back of the certificate to sign it over to our organization. Send this with completed stock power, in separate envelopes, via registered mail to the address above.

Donor Advised Funds

A donor advised fund, or DAF, is a giving account that allows you to make a charitable contribution through the public charity fund of your choice, receive an immediate tax deduction, and then recommend grants from the fund over time. Donors can contribute to the fund as frequently as they like, and then recommend grants to CASA of St. Louis and other organizations when they choose.

When you establish your DAF, you make an irrevocable contribution of personal assets which could include cash, stock, real estate, and more. Your contribution is recorded as a donation to CASA of St. Louis, and the balance will be reflected in your donor-advised fund account. Because a public charity houses the fund, donors receive the maximum tax deduction available.