Stock Transfers

It is possible to donate shares of stock to the Diocese of San Jose by either stock certificates or stock transfer from broker-to-broker. A stock transfer sends shares from your account to the Portsmouth Financial Services, the broker for the Diocese of San Jose. Portsmouth, upon receiving the stock, sells the stock at its earliest opportunity. The financial firm then sends the proceeds to the Diocese of San Jose, who will then distribute the funds to your designated recipient.

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          250 Montgomery Street, Suite 200, San Francisco, CA 94104
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

  1. Please send written instructions to the Diocese of San Jose Department of Financial Services as to where you want the money to go (e.g., ADA of your parish, Capital Campaign of your parish or your parish itself).
  2. In the same letter, please identify yourself and give your mailing address so we can credit you appropriately
  3. Identify your parish in this letter
  4. You must also identify the number of shares and the type of stock given (e.g., 100 shares of XYZ corporation).
  5. Please send a copy of this letter to the Parish or organization your gift is intended for.
  6. Stock donations for whom the beneficiary cannot be determined after three (3) years will be assigned as unrestricted undesignated donations to the Chancery of the Diocese of San Jose.

By mail:
Department of Financial Services
The Diocese of San Jose
1150 North 1st Street, Suite 100
San Jose, California 95112-4966

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 at (408) 983-0234 or srussell@dsj.org for further instructions on how to donate stock to the Diocese of San Jose.

Disclaimer: While every effort is made to provide accurate data, none of the persons named in these pages nor the Diocese of San Jose guarantees the accuracy of the data presented here. The user of this information is solely responsible for determining and verifying the accuracy of the data presented here and how it is used by the reader. This information is provided solely as a resource.
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 Stock Transfers.