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Appreciated Securities
(Details on transferring stock)
How to contribute gifts of securities
Making gifts of appreciated securities need not be complicated. When giving securities, be sure to consult with your financial advisors and/or attorney. Additional time should be allowed for completion of such gift transactions.
With all donations of securities we ask that you contact the Office of Parish Financial Services at the Archdiocese of Seattle.
Securities held by your broker
Each broker has different requirements for processing stock. Please contact your broker to find out what those requirements are.
Certificates you hold
If you hold the actual stock certificates, you will need to sign a stock power form for each certificate you contribute. You may obtain a stock power from the Office of Parish Financial Services at the Archdiocese of Seattle. When you sign the power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John A. Johnson on the certificate, sign it John A. Johnson.
When mailing the certificates, use two envelopes. In the
first envelope, place the unendorsed certificates and a letter of instruction
for the donation. In the second envelope, place the completed stock power(s)
and the donation form. Send them to us on the same day by certified mail. Our
address is:
Archdiocese of Seattle
Parish Financial Services
710 9th Avenue
Seattle, WA 98104
Mutual funds
Mutual fund transfers usually take a longer time to transfer as each mutual fund company has its own requirements for making charitable contributions. Contact the customer service department at your company to secure the forms needed and then call the Office of Parish Financial Services at the Archdiocese of Seattle at 1-800-768-7986 to discuss your intent. We may need to create an account with your mutual fund company before the transfer can occur, it can take up to one month for the transfer.