Gifts of Stock Transfer Instructions
Note: Instructions for gifts of Stock for the “Rooted in Faith” Endowment & Capital Campaign of the Catholic Foundation of Santa Clara County can be found at http://www.catholicfoundationscc.org/stock_transfers.pdf
For transfers to the Diocese of San Jose, its parishes or schools
To make a broker-to-broker transfer, your broker needs the following written instructions:
Diocesan Broker |
Portsmouth Financial Services |
Account Manager |
Walter J. Bankovitch |
| Broker Address | Bayside Plaza 188 The Embarcadero San Francisco, CA 94105-1298 |
| DTC # | 0443 |
Account number at Portsmouth Financial Services |
6PH105792 |
Taxpayer ID # |
94-2734503 |
Portsmouth Financial Services Phone Number |
(415) 543-8500 |
Once the Stock is Transferred
- Please send written instructions to the Finance Office as to where you want the money to go (e.g., ADA of your parish, Capital Campaign of your parish or your parish itself).
- In the same letter, please identify yourself and give your mailing address so we can credit you appropriately
- Identify your parish in this letter
- You must also identify the number of shares and the type of stock given (e.g., 100 shares of XYZ corporation).
- Please send a copy of this letter to the Parish or organization your gift is intended for.
By mail:
Finance Office
Diocese of San Jose
900 Lafayette Street, Suite 301
Santa Clara, CA 95050-4966
or by fax:
(408) 983-0296
A letter of acknowledgment will come from the beneficiary of the gift.
For Further Information about Donations of Stock
Please contact:
Stephen Russell
Diocese of San Jose Finance Office
900 Lafayette Street, Suite 301
Santa Clara, CA 95050-4966
Phone: (408) 983-0234
Fax: (408) 983-0296
E-mail: russell@dsj.org
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