For a Gift of Stock or Mutual Funds, please note the following:
- 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.
- 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 Chief Financial Officer, indicating that you “relinquish rights to the (stock name) in favor of the Archdiocese for the Military Services.”
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|
|Brokerage Title Account:||Archdiocese for the Military Services, USA
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 email@example.com or (440) 223-6482.