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Stocks or Securities
A gift of appreciated stocks, bonds, or mutual funds
can be a very cost-effective alternative to a cash gift. Your donation
of long-term holdings to Catholic Charities is eligible for a charitable
deduction for the full fair-market value, subject to Internal Revenue
Service deduction limits. You can also avoid the capital gains taxes on
any profit earned.
To make a gift of securities:
- Please contact us in advance detailing the security
and number of shares you plan to give, as electronic transfers are made
without identifying the donor. E-mail us at jwestervelt@ccannj.org,
or call the Development Office.
- Please provide your broker with the following information
to initiate the electronic transfer:
Account name: Catholic Community Services Account #2
Account number: 770-04325
DTC number: 5198
Broker Information: Merrill Lynch – (877) 380-1048
Catholic Charities tax-identification number: 22-2164120
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