Step 1 - Establish Communication Between Your Broker and the Diocese's Broker
Typically a donor can have their broker contact the Diocese’s broker at Merrill Lynch to facilitate the transfer. The information that they will need is as follows
Direct line: 760-930-3116
Phone number: 800-844-0720
Fax #: 760-670-3550
Registered Client Associate
The donor’s broker can easily transfer the shares into the account titled: Roman Catholic Bishop of San Diego. The shares will then be sold and the Diocese will notify both the parish and the donor of the valuation for tax purposes. Additionally, the proceeds from the stock donation (net of selling costs) will be deposited in the designated beneficiaries account with the Diocese.
Step 2 - Complete Donation Form
Download and fill out the stock donation form. Be sure to enter the percentage designation of the donation where indicated. Stock Donation Form Stock Donation Form
Step 3 - Return the Completed Donation Form to the Diocese using one of the methods below:
- Scan and email the completed form to StockDonationssdcatholic.org.
- Or Fax it to (858) 490-8340.
- Or send it using regular mail to:
Diocese of San Diego
Office for Development
San Diego, CA 92186-5728
By providing complete information, the Diocese can better track these gifts and prevent delays in acknowledging the donation. This will also expedite the funds being transferred to the parish or school.