Gifts of Securities
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Thank You for Your Generous Spirit
If you would like to use appreciated securities to make a one-time gift or payment on a pledge to the Diocesan Ministries Appeal, please:
- Provide the securities transfer information below to your broker.
- For more information, please contact Tim Potter, Chief Development Officer, at 973-777-8818 ext.215 or [email protected]
Securities Transfer Information:
Broker: Merrill Lynch
DTC#: 8862
Account#: 825-02020
Tax ID#: 22-1493174
Address: 100 Campus Drive, 3rd Floor, Florham Park, NJ 07932
Contact: Michael A. Colledge
Phone: 800-685-6980
The value of your gift is the cash value of the securities on the date of transfer. When you fund your gift with appreciated securities, you can make your assets accomplish more and enjoy tax savings. For example, you may avoid capital gains tax on the appreciated value of the stock, as well as receive a federal income tax deduction for the value of the securities on the date of transfer.
The information is not intended as legal or financial advice. We strongly encourage you to consult with your attorney or financial advisor before making a gift of securities or a gift from other estate assets.