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-Michael Sullivan
370 Faunce Corner Road
Dartmouth, MA 02747
Phone: 508-985-1000 – Fax 508-985-1050
Michael.g.sullivan@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.