Planning your estate and legacy for future generations including your charitable interests takes careful evaluation. Consulting with the appropriate professionals can assist you. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will ensure that your gift is used just as you wish. We can give you valuable information about any of the creative giving techniques mentioned in these planned giving pages.
Act now to take the steps that you need to do to be a good steward of the resources you intend to leave behind. You can contact us below, or use our request for information form to get more information.
Alexandria Arnold, M.S.
To Donate From Your IRA
Consult your tax advisor or contact Kimberly Jetton at the Archdiocese of Los Angeles and tell her you’d like to donate to Catholic Charities.
Kimberly Jetton, MNM
To Donate Stock
When donors designate Catholic Charities to receive a stock donation, in order to complete the transaction, it is Catholic Charities' preferred handling to take possession of the shares directly through our broker. We prefer this to having the stock certificate issued in Catholic Charities' name. To complete this, we request that you use Catholic Charities' DTC (Depository Trust Company) number:
Crowell, Weedon & Company
We further request that you provide us, in writing, a confirmation of the date, market value on that date, number of shares, name of corporation, your name/name of donor and your/donor's address for proper acknowledgment of the gift, along with any designation or instructions you/the donor may have given. You can use our FAX number, (213) 251-3497, to the attention of our Chief Development and Communications Officer, Alexandria Arnold, for this notification. As you realize, we also need this information to properly trace the activity and notify our broker of the arrival of the shares into our account.