It is possible to donate shares of stock to the Diocese of San Jose, its parishes, schools and ministries.

Please use this Share Transfer Instruction Form

Stock Transfers to the
Diocese of San Jose, its parishes, schools, and ministries

To make a broker-to-broker transfer*, your broker will require the following written
instructions:

Foundation Broker: Portsmouth Financial Services
Account Manager: Walter J. Bankovitch
Broker Address: 250 Montgomery Street, Suite 200, San Francisco, CA 94104
Broker Phone #: 415-543-8500
DTC #: 0443
Diocesan Acc t#: 6PH105792
Diocesan Tax ID #: 94-2734503

Once the stock is transferred:
Please fill out the following and send by email, fax, or letter to the Diocese.

A letter of acknowledgement will be sent by the Diocese of San Jose
Contact Information:
Department of Financial Services
Diocese of San Jose
1150 North First Street, Suite 100
San Jose, CA 95112
Phone: 408-983-0234 FAX: 408-983-0296
Email: russell@dsj.org
* If you wish to make a stock donation of physical stock certificates or utilizing a transfer
agent (such as Computershare), then contact Stephen Russell (408-983-0234,
russell@dsj.org) in the Department of Financial Services for instructions.