The Diocese encourages gifts of stock via electronic transfer from your brokerage account. It’s the fastest and easiest way to give stock to benefit your parish or school!
Just follow these two easy steps:
1.Write or phone your broker authorizing them to transfer X number of “XYZ Security” in kind to our Fidelity Investments account:
The Diocese of Orlando DTC #0226 Acct. # X62-097373
Federal Employer Identification # 59-1215378
2.Please contact me, or have your broker do so, so that I can identify the stock as coming from you and acknowledge you for tax purposes. Feel free to e-mail me at email@example.com, phone me at 407.246.4803, fax me at 407.246.4939, or mail me at the following address:
The Diocese of Orlando
Attn: Susan Hunt P.O. Box 4905 Orlando, FL 32802-4905
Please also let me know the following:
(a) the parish/school that is to be the beneficiary, and
(b) the fund that the proceeds should benefit:
(Offertory, Building, Our Catholic Appeal, or other projects at your parish/school)
Letting me know that you are transferring a stock to me will help avoid any delay in identifying you as the donor and in transferring the proceeds to your parish or school.
Just a Reminder… in order to take full advantage of the tax laws surrounding the gifting of appreciated securities, the shares must have been held by you for at least one year. The Diocese is pleased to provide this stock transfer program as a service to our parishes and schools and does not charge a handling fee of any kind. Feel free to contact me at firstname.lastname@example.org or at 407.246.4803 with any questions.
Thank you for your kind generosity!
Controller, The Catholic Foundation of Central Florida, Inc.