Stock Gifts

FFC Account of: Center for Societal Aspiration and Corporation
LLS Federal Tax ID:
Broker: JPMorgan Chase Bank, N.A.
DTC Participant Number:
Credit Account Number:
FFC Account Number:

For mutual funds, to initiate the process, please ask your broker to contact us at +1 (469) 909-7454 or development@csaandco.com. We will help coordinate the request.

Important Notes: To take advantage of the tax benefits of gifting appreciated stock, your shares should not be sold but rather TRANSFERRED to CSACO. And please instruct your broker to include your name and address. Some brokers will not send this information unless instructed. Transfers without the FFC account information may be delayed or rejected.

If you own stock or a mutual fund that has appreciated in price since you purchased it, consider using that asset for your charitable giving. You get an income tax deduction for the full market value of donated securities that you have owned more than one year and you will avoid the capital gains tax on the appreciated value.

To transfer securities to CSACO, please provide your broker with the following instructions, which will enable them to electronically transfer your stock to CSACO:

In addition to instructing your broker, please notify us of your donation so we can identify your gift in our brokerage account. Please call us or email us with the information requested on the

stock donation form at +1 (469) 909-7454 or development@csaandco.com.

DO YOU NEED ASSISTANCE? View our Frequently Asked Questions, so we can help you.