Gifts of Stock and Mutual Funds
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There are several ways to transfer gifts of stock or mutual funds to Catholic Charities.
Paperless Transfer to Catholic Charities Brokerage Account
This is our preferred method. If you do not have physical possession and your broker has the securities in a “street account” you and your broker can transfer the stock electronically through DTC instructions to our account. Please instruct your broker to transfer the appropriate number of shares to the Catholic Charities account at:
Account number 21-46-001-5910802
Contact: Linda Derkach, Vice President
Once you have authorized the transfer, please call and tell us the corporate name of the stock and the number of shares being transferred. If you have any questions please contact Gen Haines at 667.600.2014 or email firstname.lastname@example.org
Hand Delivery of Stock Certificates
If you hand deliver the certificate to Catholic Charities, it should be properly endorsed. Each certificate must be signed on the reverse side and your signature authenticated by an organization such as your bank or brokerage house that has the ability to guarantee your signature.
Once properly signed, the certificate is negotiable. The date of delivery to Catholic Charities becomes the effective date of the gift. Hand deliver the certificates to Catholic Charities, Office of Development & Communication, 3rd Floor, 320 Cathedral Street, Baltimore, MD 21201. If you have any questions, please contact Gen Haines at 667.600.2014 or email email@example.com
Mailing Stock Certificates
If you have physical possession of stock certificates and wish to mail them, mail the unsigned certificate(s) via registered mail, return receipt requested, to:
Catholic Charities, Office of Development & Communication
3rd Floor, 320 Cathedral Street
Baltimore, MD 21201
In a separate envelope, sign a blank stock power for each certificate exactly as your name appears on the certificate. To obtain a blank stock power form, contact your broker, banker or Catholic Charities. Please include a note stating your gift intention, your name, address, and phone number.