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.
How to make a securities transfer
1. Please notify our office of the transfer by emailing firstname.lastname@example.org. 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.