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The Roman Catholic Diocese of San Diego

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Stock Donations

On behalf of the Catholic Diocese of San Diego, thank you for your generosity to the Church and for inquiring about our stock donation process. The Office for Finance has the responsibility for handling donations of stock.

Procedure for submitting a stock donation:

Step 1 - Establish Communication Between Your Broker and the Diocese's Broker
Typically a donor can have their broker contact the Diocese’s broker at Merrill Lynch to facilitate the transfer. The information that they will need is as follows

Merrill Lynch
Kayln Maher
Email: kalyn_maher@ml.com
Direct line: 760-930-3124
Phone number: 800-925-8048
Fax #: 760-670-3548
DTC #: 5198
Acct # 232-02092  (Roman Catholic Bishop of San Diego)

The donor’s broker can easily transfer the shares into the Diocese of San Diego account (using the DTC # shown above.) The shares will then be sold and the Diocese will notify both the parish and the donor of the valuation for tax purposes. Additionally, the proceeds from the stock donation (net of selling costs) will then be distributed to the parish or school.

Step 2 - Complete Donation Form
Download and fill out the stock donation form. Be sure to enter the percentage designation of the donation where indicated.

Step 3 - Return the Completed Donation Form to the Diocese
Scan and email the completed for to StockDonationsdiocese-sdiego.org.

By providing complete information, the Diocese can better track these gifts and prevent delays in acknowledging the donation. This will also expedite the funds being transferred to the parish or school.

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Please keep the following things in mind when sending in stock donation requests:

  1. For tax purposes, the value of the securities being donated is based upon the average of the high and the low price of the securities on the date the securities are transferred to the Diocese in accordance with IRS guidelines.

  2. The longest lead time incurred is usually in transferring the stock from its current broker to the Diocese’s designated selling broker. Typically, stock is sold either on the day it is received or on the following business day.

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Contact Information

Should you have any questions or require further assistance, please contact one of the following in the Office for Finance:

Shirley Pajanor
Email: spajanordiocese-sdiego.org
Phone: (858) 490-8207