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Transferring appreciated stock certificates has a distinct tax advantage for the donor. If you have owned your stocks for at least a year and a day, by donating your appreciated securities, you avoid the capital gains tax you would owe if you sold the securities yourself. The deduction of gifts of appreciated capital-gains property is limited to 30% of your adjusted gross income, subject to the five-year-carry forward provision. The donor receives credit (and the tax deduction) for the full appreciated value of the stock. The expense to the donor, however, is the original purchase price of the stock. It is a win for the donor and a win for USCCB.
Donation of stock may be made to several programs of USCCB.
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 the representative for USCCB/National Collections, Tim McCoole, Client Service Officer, by phone at 617-664-0619 or by e-mail at firstname.lastname@example.org 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 TrustPlease copy email@example.com on all communication with State Street. For any questions, please call Bevin Kennedy at 202-541-3365.
DTC Participant Number: 997
DTC Agent Number: 26022Reference: 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)
To transfer stock to Migration and Refugee Services, contact MRSDevelopment@usccb.org or call 202-541-3214 to notify Migration and Refugee Services of the intent to donate. To make the actual transfer, contact Steve Pinto at State Street Bank or call 617-985-7720.
Donor name and full address, broker name, DTC and telephone number, the quantity and name of the stock, the Cusip and Ticker (if known) and the date on which the transfer is made. The account delivery information is:
State Street Bank and Trust
Fund: 02DC-USCCB/Migration and Refugee Services
Please copy MRSDevelopment@usccb.org on any e-mail.
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