Stocks, Bonds, and Mutual Funds

Donations of appreciated securities or mutual funds helps Catholic Charities USA serve the most vulnerable populations while offering tax benefits to you, the donor.

Benefits:

  • You are eligible for a charitable income tax deduction on the fair market value of the securities on the date of transfer
  • You pay no capital gains tax on securities you donate that you’ve held for more than one year.
  • Donating securities can help you rebalance your portfolio.

    • How to make a securities transfer

    1. Please notify our office of the transfer by emailing donations@catholiccharitiesusa.org or calling 703-236-6206. Your information will also allow us to identify and promptly acknowledge your gift.

    2. To transfer your shares held with your broker directly to the CCUSA brokerage account, provide your broker/advisor with the following information:

    DTC Number: 0221
    Account Number: KP14600/SS
    Broker: UBS Financial Services UBS Institutional Consulting – Menlo Park Team

    Catholic Charities USA Tax ID Number: 53-0196620

    Please ask your broker to make sure to put your name on the transaction so that it can be identified in order for us to supply the appropriate tax documents.