Stock/Mutual Fund Gifts

For a Gift of Stock or Mutual Funds, please note the following:

  • If you would like to donate using stock or through a mutual fund, please transfer the shares to the Archdiocese for the Military Services, USA (AMS) without selling them first.
  • If you would like to send the certificates yourself; on the back of the certificate(s), (blank line after the words constitute and appoint) write Archdiocese for the Military Services, USA, and then sign and date the certificate(s). Please include a short letter to the Director of Advancement, indicating that you “relinquish rights to the (stock name) in favor of the Archdiocese for the Military Services.”
  • Please note that stock donations transfer to the AMS account with no accompanying donor information. In order to identify your gift and send a tax receipt, please click on the form button and provide the gift details including the name of the stock, the number of shares, and date of transfer.

To donate through a broker, please ask for shares to be sent through Cetera Advisor Networks, LLC:

Financial Information:Cetera Advisor Networks LLC
Contact Name:Mr. Andy Didden
Address:316 Pennsylvania Avenue, SE Suite 402
Washington, D.C. 20003
Telephone Number:(202) 546-9310
Email:adidden@ncbwash.com
D.T.C. Number:0443
Brokerage Title Account:Archdiocese for the Military Services, USA
Attn: Archbishop
P.O. Box 4469
Washington, D.C. 20017-0469
Brokerage Account Number:5FN-237849
Federal Tax ID Number (TIN/EIN):13-1624090

 

If you have any questions or concerns, please contact Mary Lavin, Executive Director of Major Gifts and Planned Giving at majorgifts@milarch.org or (440) 223-6482.