Increase Font Size Decrease Font Size Print Page Contact the Catholic Community Foundation

Stock Transfer Form

The Catholic Community Foundation has made arrangements with two firms, DB Alex Brown and Morgan Stanley Smith Barney, to assist those who want to contribute by means of the transfer of stock or other marketable securities.

AOB Account Information
Alex Brown
100 International Drive, 22 nd floor
Baltimore, MD 21202
Attn: Laura-Lynn Renner (410-525-6240)
DTC Number: 0725 Raymond James Clearing
Account Number: 891N4618
Account Name: Roman Catholic Archbishop of Baltimore

Morgan Stanley Smith Barney
650 S. Exeter St., Suite 1100
Baltimore, MD 21202
Attn: Brian Harrison (410-736-5320)
AOB Account number: 633-114024
DTC (Routing) number: 0015
Account Name: Archdiocese of Baltimore

Transfer of Securities Held in Street Name

If the securities are held by your broker in street name, please use the Authorization Letter - Street Form provided to authorize him/her to wire transfer the shares to one of the Archdiocesan accounts listed above. Please be sure to provide all information requested, including the number of shares and/or securities; donor's name, address and phone number; where the gift is to be designated, i.e., Catholic Community Foundation.

Transfer of Securities Held in Certificate Form

For each certificate (name of stock or bond) that you have to be transferred, please use the Authorization Letter - Certificate Form provided below to authorize the transfer. Again, please be sure to provide all information requested. Mail the certificate (DO NOT SIGN) along with the completed form to one of the firms listed above.

Once the transfer has been initiated, please send a copy of your completed transfer form to the Archdiocese of Baltimore. The form should be sent to:

Archdiocese of Baltimore Fax: 410-625-8485
Stock Gift Administration Manager
E-Mail: schattakka.dennis@archbalt.org
Department of Development
320 Cathedral Street, 4th Floor
Baltimore, MD 21201

If you need assistance, or have any questions relative to this matter, please contact us at 410-547-5352 between 8:30 a.m. and 4:30 p.m. Monday through Friday.

Thank you so much for your interest in donating stock. May your giving bring you great joy.

 


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

Vision/Mission Leadership Staff Annual Report Audited Financials Governing Documents FAQs Contact Us
Establishing a named fund Why establish a named fund Getting Started An Example
Endowment Funds Donor Advised Funds Listing of Funds
Meet Our Donors Bequest Language Legacy League Membership Form
Mustard Seed Match
Contribution Form (Tribute) Mustard Seed Match Stock Transfer Instructions Distribution Recommendation Form Legacy League Membership Form Direct Deposit (CGA)
Parishes Catholic Education Evangelization Children Outreach Catholic Charities
HomeAbout UsHow It WorksFundsLegacy LeagueResources

© Copyright 2010 Catholic Community Foundation