Donate Stock or Mutual Funds

Donating appreciated stocks, bonds, or mutual funds is a powerful and tax-savvy way to support OCCTAC’s mission. When you give securities directly to OCCTAC, you can avoid capital gains taxes while making a meaningful contribution that helps children, youth, families, and older adults thrive through arts, education, and therapeutic programs.

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Why Donate Stock?​

• Avoid Capital Gains Tax: You won’t pay capital gains tax on the increase in value of your donated securities.

• Receive a Charitable Deduction: You may be eligible to deduct the fair market value of the stock on the date of transfer.

• Increase Your Impact: By donating appreciated securities, you can give more without using cash.
  
   

How to Donate Stock or Mutual Funds

Making a gift of stock or mutual funds is easy and can be done in a few simple steps:

1. Contact Your Broker or Financial Advisor
   Inform them of your intention to donate stock to Orange County Children's Therapeutic Arts Center (OCCTAC).

2. Provide the Following Transfer Information

   • Receiving Firm Name: Charles Schwab

   • DTC Number: [e.g. 0164]

   • Account Name: Orange County Children's Therapeutic Arts Center

   • Account Number: Account number

3. ​ Notify OCCTAC of Your Gift
   After initiating the transfer, please contact us at donate@occtac.org with the following:

   • Your name and contact info

   • Name of the stock

   • Number of shares

   • Approximate transfer date​

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This ensures we can properly credit and acknowledge your generous donation.

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