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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Catholic Medical Mission Board, Inc..

Gift of Stock and Bonds
Stocks/Bonds
CMMB
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

If your broker holds securities for you:

Instruct your broker in writing to make a free delivery through DTC #8862 Merrill Lynch for credit to account #850-04A00 Catholic Medical Mission Board, Inc. In your letter you should state the number of shares you want transferred and identify your account. Your letter should also state that the gift is for charitable purposes.

Example: "Please make a free delivery of 100 shares of (symbol or name) through DTC to #8862 Merrill Lynch for credit to account #850-04A00, Catholic Medical Mission Board, Inc. from (account number). These shares are being given as a charitable gift to CMMB for its general purposes." Please mail or fax a copy of your letter of instruction to CMMB so your gift can be acknowledged: fax# 212-807-9161.

Our Broker Information:
Company: Merrill Lynch
Contact: Rocco Papandrea
Phone: 212-382-8476
Address: 114 W. 47th St. FL# 15, New York, NY 10036
Email: Rocco_papandrea@ml.com

If you have possession of stock certificates:

Mail the un-endorsed certificate via certified mail to CMMB. Send it to the attention of Emily Chau. Under separate cover, mail a signed stock power to CMMB with a note stating your intention that the gift be used for charitable purposes.

Our Legal Name: Catholic Medical Mission Board, Inc.
Address: 100 Wall Street, 9th Floor, New York, NY 10005
Tax ID. Number: 13-5602319
President/CEO: Mary Beth Powers
Contact: Emily Chau, Planned Giving Officer
Phone Number: 212-609-2588
Email: echau@cmmb.org

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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