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Benefits

Pay no capital gains tax on donated securities held for more than one year. 


You may be eligible for a charitable tax deduction based on the fair market value of securities on the transfer date.


A donation of securities can help you rebalance your portfolio.

Help serve those in need tomorrow. Give securities today.

Make Others More Secure

Your generosity will help fund ministries that are serving individuals and families across the country — at food pantries, in senior housing and in job training programs.


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A closeup of the hands of two people going over financial paperwork. One holds a tablet computer, the other holds a pen and flips through paperwork.

Securities transfer process

To transfer shares directly to the CCUSA brokerage account, provide your broker/advisor with the following information:

  • DTC Number: 0221
  • Account Number: KP14600/SS
  • Broker: UBS Financial Services UBS Institutional Consulting – Menlo Park Team
  • Catholic Charities USA Tax ID Number: 53-0196620

Please ask your broker to include your name on the transaction. This allows us to supply you with the appropriate tax documents.

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Questions? Contact us.

Andrea Cecilli
Senior Manager, Development Operations
703-236-6208 | Email

The Impact

Your gift to Catholic Charities USA is more than a one-time donation. The impact of your generosity and support of the Catholic Charities mission will long be felt.

12,283

Seniors housed

968

Food pantries supported

600,000

People received behavioral health and wellness services

Your support funds work like this….

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