Planned Stock / Material Gifts

The most efficient method for donors and their stockbrokers to transfer gifts to the fund is by direct transfer of the stock to the National Collections 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.

The donor or his/her broker must advise State Street, in advance, that a transfer is being made so that authorizations will be in place for its acceptance. Please contact Steve Pinto, the representative for USCCB/National Collections, by phone at 617-985-7720 or by email spinto@statestreet.com with the following information:

·         Donor Name and Address

·         Broker Name, DTC Number, and Phone Number

·         Gift details (X number of shares of X stock)

·         Cusip and/or Ticker (if known)

·         Date of Transfer

The USCCB’s delivery information is:

·         DTC Account Name: State Street Bank and Trust

·         DTC Participant Number: 997

·         DTC Agent Number: 26022

·         Reference: FBO USCCB/Name of Collection acct 02DB (e.g. USCCB/Catholic Campaign for Human Development; USCCB/Catholic Home Missions; USCCB/Church in Central & Eastern Europe)

Please copy  ncpromo@usccb.org on any communication with State Street.