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Stock Donations

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Stock Donations

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On behalf of the Catholic Diocese of San Diego, thank you for your generosity to the Church and for inquiring about our stock donation process. The Office for Stewardship has the responsibility for handling donations of stock.

Please keep the following things in mind when sending in stock donation requests:

Instructions

Step 1 – Establish Communication Between Your Broker and the Diocese’s Broker

Typically a donor can have their broker contact the Diocese’s broker at Merrill Lynch to facilitate the transfer. For security purposes, certain information is omitted from this form and can be acquired from:

Robert Bowles

Wealth Management Client Associate

 

Merrill Lynch Wealth Management

The Eyer Corzine OConnell Group

Merrill Lynch, Pierce, Fenner & Smith Inc.

CA0-813-01-00
11811 Bernardo Plaza Ct
San Diego, CA 92128

T 858.673.6761 F 858.309.4245

Robert.S.Bowles@ml.com

The donor’s broker can easily transfer the shares into the account titled: Catholic Accounts for Parishes and Schools, Inc. The shares will then be sold and the Diocese will notify both the parish and the donor of the valuation for tax purposes. Additionally, the proceeds from the stock donation will be deposited in the designated beneficiaries account with the Diocese.

Step 2 – Complete Donation Form:

Download and fill out the stock donation form. Be sure to enter the percentage designation of the donation where indicated. Please note that submitting this form will not initiate the transfer of securities to the Diocese account. The Donor is responsible for initiating the transfer through his/her broker/dealer or online trading platform.

Step 3 – Return The Completed Donation Form To The Diocese Using One Of The Method Below:

Stock Donations


Diocese of San Diego


Office for Stewardship


P.O. Box 85728


San Diego, CA 92186-5728

By providing complete information, the Diocese can better track these gifts and prevent delays in acknowledging the donation. This will also expedite the funds being transferred to the parish or school.

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