Stocks, Bonds & Mutual Funds
Consult with a knowledgeable staff member.
Claim a tax deduction on your generous gift, if eligible.
See your donation help those in need.
Pay no capital gains tax on donated securities held for more than one year.
You may be eligible for a charitable tax deduction based on the fair market value of securities on the transfer date.
A donation of securities can help you rebalance your portfolio.
Help serve those in need tomorrow. Give securities today.
Make Others More Secure
Your generosity will help fund ministries that are serving individuals and families across the country — at food pantries, in senior housing and in job training programs.
Securities transfer process
To transfer shares 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 include your name on the transaction. This allows us to supply you with the appropriate tax documents.
Your gift to Catholic Charities USA is more than a one-time donation. The impact of your generosity and support of the Catholic Charities mission will long be felt.
Food pantries supported
People received behavioral health and wellness services