How to Give Stock to Catholic Charities
Stockbrokers require written instructions when transferring stock. You will need to give the following delivery information to your broker to make a gift to Catholic Charities:
Firm: Morgan Stanley
Contact: Julie Schindler, 952-841-6441
For the benefit of: Catholic Charities
Account: 332-051475
DTC#: 0015 (only needed for stock transfers)
Federal ID #: 41-1302487
How to Give Mutual Funds to Catholic Charities
Please contact Catholic Charities before requesting a mutual fund transfer between your broker and Morgan Stanley. Mutual fund transfers are more complex than stock and require additional processing time.
It is important to notify Catholic Charities when you have requested a stock or mutual fund transfer with your broker to ensure that you receive the appropriate tax credit information. Please contact Bob Elfstrand at 612-204-8365, or robert.elfstrand@cctwincities.org.
Additional Ways to Give: One Time Gifts, Monthly Gift Programs, Community of Compassion, Estate Planning, Tribute Gifts and Corporate and Foundation Giving
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