Stocks, Bonds, and Mutual Funds

Most stocks, bonds, and mutual funds can be transferred electronically. Talk to your accountant or financial adviser about the benefits such a gift may provide for you.

To ensure proper and timely acknowledgment of your donation, please:

1. Notify our office of the transfer by emailing donations@catholiccharitiesusa.org

2. Share our account information with your stock broker or financial adviser to ensure your gift is transferred to CCUSA.

DTC Number: 0221

Account Number: KP14600/SS 

Broker: UBS Financial Services UBS Institutional Consulting – Menlo Park Team

3. Please instruct your broker to include your name and address when your stock transfer is made.