Gifts of Stock

Gifts of Stock

Donating appreciated securities to The Catholic Foundation of Southeastern Massachusetts is easy!

Stock donations can be more beneficial than donating cash, due to the tax advantages that may be associated with transferring appreciated stocks to a charitable organization such as the Catholic Foundation of Southeastern Massachusetts. Whether you are making a gift to benefit the Catholic Appeal, your parish, a Catholic school in the diocese, or another ministry of the Diocese of Fall River, we are grateful for your support.

Though your broker will be making the transfer, we ask you to notify us about your donation by completing the electronic form below or by downloading and completing the PDF form and emailing to cduggan@catholicfoundaionsema.org to ensure that we track and acknowledge your gift properly.

Foundation Broker-Morgan Stanley
Account Manager-
Paul J. Castro
370 Faunce Corner Road
Dartmouth, MA 02747
Phone: 508-985-1010 – Fax 508-985-1050
paul.castro@morganstanley.com

DTC Participant #: 0015
Foundation Account #: 569-014500
Foundation Tax ID: 82-5093066

Download Stock Transfer Form Here


Stock Transfer Form

Please complete as many fields as possible.

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