CASA of Allegheny County · Securities, DAF or IRA donor notification

Contact Information

Name

*

First Name

Last Name

Address

*

Address Line 1

Address Line 2

City

State/Province

ZIP/Postal Code

Preferred Phone

*

Preferred Email

*

Verify Email

*

Gift Information

Which type of contribution are you making?

*

Donor Advised Fund

Qualified Charitable Distribution from my IRA

Securities/ Stocks / Mutual Funds

Name of stock(s) or mutual fund(s)

*

Number of shares?

*

Name of Broker and Brokerage Firm?

*

Donor Advised Fund or IRA Sponsor

*

Fidelity Charitable

Schwab

Vanguard

Edward Jones

Community Foundation

Name of Community Foundation

*

If the name of your sponsoring organizations isn't listed, write the name below.

What is the gift amount or gift range?

*

CASA Newsletters

Would you like to receive our newsletters?

CASA sends periodic email newsletters and an occasional printed newsletter to share the impact of your generosity.

Yes

No