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Planned Giving
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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:                 MERILL LYNCH, PIERCE, FENNER, AND SMITH, INC.

Cross Catholic Outreach Stock Contact:
Tricia Mancini
Tmancini@crosscatholic.org
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 Name
Donor Address
Donor Phone Number
Stock name
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.

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Charitable Gift Annuity

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
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