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Gifts of Stock

How to give stock

If your broker holds the shares, please give your broker this information to electronically transfer your shares. Please note that these delivery instructions are new as of July 2, 2018:
        Clearing Firm:         Brown Brothers Harriman
        DTC Number:          0010
        For Credit To:          Catholic Charities Operating
        Account Number:   1091039405

So that we credit your gift properly, please let us know when you transfer shares, and if your gift is for a particular appeal, event, or program. Kindly notify Margaret Hughes, Director of Individual & Planned Giving, by phone (312) 655-7012 or by fax (312) 655-0605 or email  mhughes@catholiccharities.net

If your broker has an issue during transfer and needs to contact our broker, he is Thomas Davis, Brown Brothers Harriman, (312) 781-7140.

If you hold a stock certificate issued in your name, please contact Margaret Hughes at (312) 655-7012 or mhughes@catholiccharities.net to request a stock power for your signature. Your signature must be medallion guaranteed by an eligible guarantor institution, such as your bank or brokerage house. Do not sign the back of the certificate. Ask us to pick up the certificate and stock power, or hand-deliver them to Catholic Charities, Development Department, 721 N. LaSalle, Chicago, IL 60654.

If you hold "book-entry" shares of stock in a Direct Registration Account (DRS) or through a Dividend Reinvestment Program (DRIP) with a transfer agent such as Computershare, BNY Mellon, or another agent, they cannot be transferred to our Brown Brothers Harriman account via DTC. Instead, you should obtain a transfer form from the transfer agent's web site. Complete your portion and send it to Catholic Charities, Development Department, 721 N LaSalle, Chicago, IL 60654. We will complete our portion and send it to the agent to receive your shares. Contact Margaret Hughes, (312) 655-7012 or mhughes@catholiccharities.net for assistance.

How to give mutual funds

Mutual funds that you hold in an account at the fund company cannot be transferred to our Brown Brothers Harriman account via DTC. Instead, you should obtain a transfer form from the fund company. Complete your portion and send it to Catholic Charities, Development Department, 721 N LaSalle, Chicago, IL 60654. We will complete our portion and send it to the fund company to receive our shares in a Catholic Charities account which will be opened at the fund company. Contact Margaret Hughes, (312) 655-7012 or mhughes@catholiccharities.net for assistance.

Your donation receipt

The dollar value of your gift is based on the average share price on your gift date. For electronic transfers, your gift date is the date that our account received the shares. For stock certificates, the gift date is the pick up or delivery date.