Create a Lasting Legacy

•Support your Cassia community with a charitable gift

•Put your assets to work with tax-efficient charitable strategies

•Take advantage of the many tax benefits of making a gift

Learn How to Give

Overview Booklet Stock Transfer

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to your Cassia community.

Benefits of gifts of stocks and bonds

Avoid paying capital gains tax on the sale of appreciated stock
Receive a charitable income tax deduction
Further our mission today

Gifts of stocks and bonds video

How to make a gift of stocks and bonds

The security you wish to donate can be electronically transferred directly to the Cassia Foundation's account, as follows:

Charles Schwab & Co.
DTC# 0164
Account #3391-3372

Please notify [email protected] of your stock gift, including the ticker symbol, number of shares, and your gift designation (e.g., a specific Cassia community or program). Stock donations often arrive without donor information, so providing these details will help our team accurately identify and acknowledge your generous gift.

If you have any questions, feel free to contact us.