STOCKS, BONDS, MUTUAL FUNDS 

Donations of appreciated securities or mutual funds help Catholic Charities 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. 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
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Catholic Charities 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.
The mission of Catholic Charities is to put faith in action to improve the lives of those in need. We provide services to promote self-sufficiency, strengthen families, fight poverty, and build community. As the local 501(c)(3) affiliate of Catholic Charities USA, we remain dedicated to finding solutions to some of the most pressing social challenges individuals, children and families face regardless of race, religion, color, country of origin, disabilities, gender, age, or sexual orientation.