Gifts of stock are easy to make and offer valuable tax advantages. With the U.S. stock market posting three consecutive years of strong gains, many donors are finding that gifts of appreciated securities can be one of the most impactful—and tax-savvy—ways to give. Making a gift of appreciated stock directly to CATA has many advantages for donors—and for CATA and the artists we serve.
If you’ve experienced growth in your portfolio this year, here are a few advantages of donating appreciated stock:
- Maximize your deduction: You may deduct the full market value of the shares on your 2025 tax return.
- Avoid capital gains tax: Giving stock directly means you skip the taxes you’d owe if you sold it.
- Manage your portfolio wisely: Donating highly appreciated positions helps reduce over-concentration risk.
These tax savings—both in income and capital gains taxes—make gifts of securities a popular alternative to cash. And for CATA, we receive the full value of the shares—directly fueling programs that give people with disabilities the opportunity to create, connect, and shine. CATA also welcomes donations via wire transfer.
Contact Mary Beth Johnson, Development Director, at MaryBeth@CATAarts.org or (413) 528-5485 for more information. CATA’s tax ID is EIN #04-3196265.
How to Make a Stock Gift to CATA:
You can make your gift through an electronic transfer through your bank or broker. Your broker will require written instructions from you in order to initiate the transfer. Below is the account information they will need to make the transfer.
Please transfer securities directly to CATA’s account with Raymond James as follows:
Raymond James & Associates
880 Carillon Parkway
St. Petersburg, FL
DTC Number: 0725
Beneficiary: Raymond James & Associates
Ultimate Beneficiary: Community Access to the Arts
Raymond James Account number: 882WD031
FAO: Community Access to the Arts (CATA) 882WD031
CATA Tax ID: 043196265
Include in your instructions the name of securities and the number of shares to be gifted to Community Access to the Arts.
IMPORTANT: Please notify CATA (or have your broker notify CATA) when you are making a stock gift by contacting Mary Beth Johnson, Development Director, at MaryBeth@CATAarts.org or 413-528-5485 so we can appropriately acknowledge your gift. Otherwise, we don’t know who the gift is coming from.
Questions about making a stock gift? Contact Mary Beth Johnson (Development Director) or Margaret Keller (Executive Director):
Mary Beth Johnson: 413-528-5485 or MaryBeth@CATAarts.org
Margaret Keller: 413-528-5485 or Margaret@CATAarts.org or cell, 413-351-1728
Mailing address:
Community Access to the Arts (CATA)
420 Stockbridge Road, Suite 2
Great Barrington, MA 01230
Community Access to the Arts is a 501(c)3 not for profit organization. Contributions are fully deductible to the extent permitted by law.