Stock Donations

Change the life of a child in need by donating stock in support of CASA of San Mateo County’s mission.

Increasingly, people are choosing to support the work of CASA of San Mateo County by donating gifts of securities. In addition to providing us with the crucial financial support needed to make a difference in the lives of abused and neglected children, you can save on capital gains taxation of appreciated securities. You can donate securities by transferring stock certificates or stock held through a broker.

Please complete the Securities Transfer Form or provide the following information to your broker to enable him or her to make the transfer:

Account Name: CASA of San Mateo County
Agent: Merrill Lynch

Account Number: 63202288
DTC Number: 8862
Tax ID Number: 04-3849393

Ting & Associates, Merrill Lynch Wealth Management 101 S. Ellsworth Ave, Fl. 4 San Mateo, CA 94401

Please also advise Leila Watkins at leila@casaofsanmateo.org
of the number of shares and type of stock you would like to donate so we can correctly acknowledge your gift and provide you with a tax receipt.