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To make the National Religious Retirement Office or Retirement Fund for Religious collection a beneficiary in your will, in estate planning or to make a restricted gift, please use the following language set forth:"To the United States Conference of Catholic Bishops Incorporated, for the exclusive purpose of assisting Roman Catholic religious orders in the United States to provide for the retirement needs of their elderly members."
(The term "religious orders" includes religious orders, congregations, institutes, etc. of both women and men.)
Investigate whether your company has a Matching Gift Program. If so, send your donation along with the matching gift form to the National Office.
Thank you for your interest in making a stock donation to the Retirement Fund for Religious. The most efficient method for donors and their stockbrokers to transfer gifts to the fund is by direct transfer of the stock to the Retirement Fund for Religious' Trust Account held at State Street Bank and Trust. State Street is a member of a national clearinghouse (DTC), which allows for direct transfer of stock between brokers.
You must advise State Street Bank, in advance, that a transfer is being made so that authorizations will be in place for its acceptance. Please contact Steven Pinto at State Street Bank by phone at 617-985-7720 or by fax at 617-786-2272 or by email at firstname.lastname@example.org.
DTC Account Name: State Street Bank and Trust
DTC Participant Number: 0997
DTC Agent Number: 26022
Reference: Retirement Fund for Religious
Reference:For the benefit of USCCB/Retirement Fund for Religious Account #02DB
If you work for a company that participates in the United Way, check with your coordinator about designating the Retirement Fund for Religious to receive your donation.
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