If you would like to make a gift of stock to CCSA you may do so electronically through your broker or through the actual giving of stock certificates to CCSA. An electronic donation is the easiest and quickest way to donate your stock.
Our stock broker is:
The Blotner Group
Morgan Stanley Smith Barney
4350 La Jolla Village Drive Suite 1000
San Diego, CA 92122
858-597-7777
Electronic Transfer of Stock
Your broker will need the following information to carry out your instructions:
Morgan Stanley Smith Barney DTC Number: 0418
CCSA Account Number: 269-118870-0-255
If you are making an Electronic Fund transfer of stock from one financial institution to another, it is critical that you notify CCSA that you are making this transfer. We would like to acknowledge your generous contribution and we have found that sometimes donor information is missing with this type of transaction.
Transfer of Stock Certificates
1. Secure and sign a Stock Power and have your signature on the document guaranteed by a brokerage firm or full service bank (Spouse’s signature must be included on the Stock Power and guaranteed if the stock is held jointly or in a trust.)
2. Send the Stock Certificates to CCSA along with a brief letter stating you are donating the stock to CCSA.
3. Send the signed and signature-guaranteed Stock Power to CCSA in a separate envelope from the stock certificates.
Stock Donation
If you would like to make a gift of stock to CCSA you may do so electronically through your broker or through the actual giving of stock certificates to CCSA. An electronic donation is the easiest and quickest way to donate your stock.
Our stock broker is:
The Blotner Group
Morgan Stanley Smith Barney
4350 La Jolla Village Drive Suite 1000
San Diego, CA 92122
858-597-7777
Electronic Transfer of Stock
Your broker will need the following information to carry out your instructions:
Morgan Stanley Smith Barney DTC Number: 0418
CCSA Account Number: 269-118870-0-255
Transfer of Stock Certificates
1. Secure and sign a Stock Power and have your signature on the document guaranteed by a brokerage firm or full service bank (Spouse’s signature must be included on the Stock Power and guaranteed if the stock is held jointly or in a trust.)
2. Send the Stock Certificates to CCSA along with a brief letter stating you are donating the stock to CCSA.
3. Send the signed and signature-guaranteed Stock Power to CCSA in a separate envelope from the stock certificates.
For questions or further information send an e-mail to CCSAInfo@sbcglobal.net