Gift of Stocks and Bonds
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to Cross Catholic Outreach. Here are some of the potential benefits:
- Avoid paying capital gains tax.
- Receive a charitable income tax deduction.
- Enjoy possible increased income.
- Further our mission today!
Make your gift today by electronic transfer!
Donation Broker can transfer the stock using the following information for DTC eligible securities:
ACCOUNT NAME: CROSS CATHOLIC OUTREACH, INC.
DTC CLEARING #: 8862
ACCOUNT #: 850-03970
BROKER: MERRILL LYNCH, PIERCE, FENNER, AND SMITH, INC.
Cross Catholic Outreach Stock Contact:
561-288-4379 or 800-914-2420 ext. 110
Please supply Cross Catholic Outreach with the following information so we can better assist you with tracking and gift acknowledgment:
Donor Phone Number
Number of shares
Send us your gift by mail
If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.