Gifts of Stock

Thanks you for considering a donation of appreciated securities or mutual funds to Catholic Charities Archdiocese of Hartford.

Benefits

You may be eligible for a charitable income tax deduction on the fair market value of these securities on the date of their transfer to Catholic Charities. There is no capital gains tax penalty on donated securities that you have held for more than one year.

How to Make a Securities Transfer

Please notify your bank or broker that you are making a gift of securities to Catholic Charities and ask a representative to contact Scott Griffin, Director of Communications & Public Relations, at sgriffin@ccaoh.org or by calling (860) 728-2571 or (860) 728-2569. This will help us to anticipate, identify, and promptly acknowledge your generous gift. Please ask your bank or broker not to proceed before speaking with our Development Office.

Our Tax ID number is 06-0667607. Please be sure to ask your broker to put your name on the transaction so that we can identify you and supply the appropriate tax documents. Stock powers may be obtained from your bank or broker or from our Development Office and should always be mailed separately from stock certificates.