Chapter 11

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Stock Donations

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Stock Donations

People sitting around a wooden table, reading books and taking notes. An iced drink in a plastic cup rests on the table.

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:

  • For tax purposes, the value of the securities being donated is based upon the average of the high and the low price of the securities on the date the securities are transferred to the Diocese in accordance with IRS guidelines.
  • The longest lead time incurred is usually in transferring the stock from its current broker to the Diocese’s designated selling broker. Typically, stock is sold either on the day it is received or on the following business day.
  • Donors will receive an acknowledgment letter from the Diocese of San Diego within four weeks of transferring their shares to Merrill Lynch.
  • Deadline for Mutual Funds: December 1st
  • Deadline for Stocks and ETFs: December 15th
  • Any donations not received by the respective deadlines will be facilitated for calendar year-end to the best of the ability of Merrill Lynch.

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.

 PDF Format
WORD Format 

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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About the Coat of Arms

Bishop Pulido’s coat of arms is divided into four quarters with wavy horizontal lines from top to bottom. The blue and white lines represent the Blessed Virgin Mary. They also suggest water, which alludes to Jesus washing the feet of His disciples and to the waters of baptism. The red and gold lines represent the Holy Spirit and fire. The colors also can be seen as referring to the Blood that (along with water) poured from Jesus’ side at His crucifixion, as well as to the bread (gold) and wine (red) transformed into the Eucharist. At the center is a roundel featuring a symbolic representation of the “mandatum” (washing of the feet), which he believes exemplifies service to all humanity. The roundel’s outer edge is a line composed of small humps; it is borrowed from the coat of arms of the Diocese of Yakima, where Bishop Pulido served as a priest before being named a bishop.

About the Coat of Arms

Bishop Pham’s coat of arms depicts a red boat on a blue ocean, which is crisscrossed by diagonal lines suggesting a fisherman’s net. This symbolizes his ministry as a “fisher of men,” as well as how his own father had been a fisherman. The boat is also a symbol of the Church, which is often referred to as the “barque of Peter.” At the center of the sail is a red beehive (a symbol of the bishop’s baptismal patron saint, St. John Chrysostom, who was known as a “honey-tongued” preacher). The beehive is surrounded by two green palm branches (an ancient symbol of martyrdom; the bishop’s ancestors were among Vietnam’s first martyrs). The eight red tongues of fire around the boat are a symbol of the Holy Spirit and a representation of the diversity of ethnic and cultural communities. The red of the boat, the beehive and the tongues of fire allude to the blood of the martyrs.

About the Coat of Arms

The coat of arms combines symbols that reflect Bishop Bejarano’s spiritual life and priestly ministry. The main part of the shield shows four wavy vertical lines on a gold background. These represent flowing waters. This alludes to his chosen motto and also symbolizes the graces that come from the Divine life to quench our thirst for God. The upper third of the shield is red because it is borrowed from the coat of arms of the Order of Mercy, of which the Bishop’s patron saint, Raymond Nonnatus, was a member. The central symbol resembles a monstrance because St. Raymond is often depicted holding one. The Eucharist is Bishop Bejarano’s inspiration for his vocation. It was through the Eucharist that he received his call to the priesthood at age seven and which keeps his faith and his ministry going. It represents the call to offer oneself as a living sacrifice. The monstrance is flanked on either side by an image of the Sacred Heart, alluding to the mercy of God and echoing the idea of a sacrificial offering of oneself united to the sacrifice of Christ, and of a rose for Our Lady. It is an allusion to Our Lady of Guadalupe, patroness of the Americas, and highlights the bishop’s Hispanic heritage.

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