Gifts of Stock/Mutual Funds


Transferring Stock

Making a gift of securities is easy, and you can avoid capital gains on appreciated properties, divest your portfolio of under-performing stocks and preserve your cash for other important needs while helping the thousands of clients served by Catholic Charities of the Archdiocese of Washington. You have two options, described below, for transferring stock to Catholic Charities. If neither of these options pertains to your situation, please call Lisa Cantu-Parks, Major Gifts Officer for Catholic Charities at (202) 772-4313 or send Lisa an e-mail.

Electronic Transfer to Catholic Charities

If you would like to make a gift by transferring stock, please send the information to our broker, whose name and contact information are as follows:

Johnston, Lemon & Company, Incorporated
1101 Vermont Avenue NW
Washington, DC 20005
Broker Contact: Patricia Drabick
Telephone: (202) 842-5559
Catholic Charities Foundation Account #3PW126018
DTC # 0443


IMPORTANT: Please send a letter, endorsed by the individual(s) whose name(s) appear(s) on the stock informing Catholic Charities of the details and purpose of the transfer. Include your name, address, name of stock, number of shares, and your broker's name. You may mail this letter to:

Catholic Charities of the Archdiocese of Washington
Attention: Lisa Cantu-Parks
924 G Street NW
Washington, DC 20001

Stock Held in Your Possession

If you have stock certificates in your possession, please sign one stock power for each certificate you (and any co-owners) intend to give Catholic Charities Foundation exactly as the name(s) appear on the certificates. You must have your signature(s) on the stock power guaranteed by a bank. Leave the remainder of the stock power blank. Please do not sign the stock certificates themselves. The unsigned stock certificates should be enclosed in one envelope. The stock power should be enclosed in a second envelope. (We recommend sending the certificates by registered mail.) Please include a letter to inform us of the details and purpose of your gift, duly notarized. Both of these documents should be sent to Lisa Cantu-Parks at the Catholic Charities address listed above.

Catholic Charities

924 G St., NW, Washington, DC 20001
Phone: (202) 772-4300
Communications@CatholicCharitiesDC.org

Copyright 2010 Catholic Charities of the Archdiocese of Washington, Inc.