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 |
| Email: | diddenr@ceteranetworks.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.
