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“He who gives to the poor will lack nothing.” - Proverbs 28:27

Planned Gifts
For more ideas and information about the creative planned giving opportunities you have seen on our website, please contact:

Melissa Babcock
Director of Planned Giving
150 S. Wacker Drive, Suite 2000
Chicago, IL 60606

Main: (800) 842-7804
Direct: (312) 795-6043
Email: mbabcock@catholicextension.org

-OR- use our convenient request form for more information.

Gifting Stock and Bonds
For all general inquiries regarding stock and bond gifts, please contact:

Daniel Hill
Treasury Associate
150 S. Wacker Drive, Suite 2000
Chicago, IL 60606
(312) 795-5112
dhill@catholicextension.org

Specifically for electronic transfer of stock and bonds, instruct your broker to transfer your shares directly to Catholic Extension’s brokerage account via the instructions below:

Catholic Extension Broker: J.P. Morgan Chase Bank, N.A.
Account Name: Catholic Church Extension Society of the USA
DTC Number: 902
Account Number: Q67498008
Brokerage Contact: Joe Esposito
Telephone: (312) 732-7761
Fax: (312) 732-7817
Email: joseph.m.esposito@jpmorgan.com

Please contact Daniel Hill in the following instances, regarding gifting stock and bonds:

  • To notify him in advance of any electronic transfer of securities, ensuring efficient transmittal and proper acknowledgement of your gift for income tax purposes. Also, please instruct your broker to include your name in the delivery instructions.
  • To receive specific processing instructions for gifted stock that is a physical certificate. (Please do NOT endorse.)
  • To receive processing instructions for gifts of mutual funds, which may incur varying methods of transfer depending on the fund or company.

 


The material presented on this Planned Giving website is not offered as legal or tax advice.
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