• Appreciated Securities
    • If you have stock or mutual fund positions in your investment portfolio that have large capital gains, you can donate those directly to Casa Serena.
    • Benefit to you: You will not have to pay capital gains on the appreciated portion and you receive a deduction for the full gifting amount. Casa Serena does not pay taxes on appreciated stock.
    • If you are interested in donating appreciated securities to Casa Serena, please contact Lisette Fraser, our Executive Director, at 805-444-8072 or email LFraser@CasaSerena.org. She will send you the electronic transfer instructions that you will need to send to your broker to initiate the transfer.