Stocks/Bonds
Gifts of long-term, appreciated stocks and bonds are a smarter way to give because they provide a potential double benefit: You will be eligible for both a charitable tax deduction for the value of the securities on the day you transfer, and you may not be responsible for taxes on any gains from the time you acquired them.
As the Catholic Student Center works in partnership with the Archdiocese of Washington for stock transfers the following information allows for a gift to be made for the benefit of the CSC. All proceeds will be given to the CSC.
To make a gift of stock to the church, please provide the following to your broker to initiate the transfer:
Firm to Transfer Securities to:
Morgan Stanley
DTC Number:
0015
Account Number:
504-049332-066
Note to send with transfer:
Your name and for the benefit of the Catholic Student Center located at 4141 Guilford Drive, College Park, MD 20740
Archdiocese of Washington Contact:
Joseph Gillmer, Executive Director of Development
(301) 853-5375 | gillmerj@adw.org
Morgan Stanley Contact:
Barbara Smallwood
(202) 292-5482 | Efax: (202) 459-9608 |barbara.l.smallwood@morganstanleypwm.com