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THE DONATION OF SECURITIES
The Archdiocese of Hartford gratefully accepts gifts of appreciated securities as payment of any form of charitable gift including the Archbishop’s Annual Appeal, gifts to a local parish or school, or any other gift to a ministry of the Archdiocese. These gifts allow the donor to save on income tax and avoid the capital gains tax that would be due if you sold the securities on their own. For most donors, the fair market value of stocks and bonds may be deducted for income tax purposes up to 30 percent of adjusted gross income with a five-year carryover. Please review the actual tax impact of such a gift, as well as the rules regarding this form of charitable giving, with your tax advisor.
USING SECURITIES TO PAY A PLEDGE
To pay a commitment or pledge with securities, direct your broker to transfer/deliver the securities to the following account of the Hartford Roman Catholic Diocesan Corporation (The Archdiocese of Hartford):
| Merrill Lynch |
| City Place One |
| Hartford, CT 06103 |
| |
| Telephone Numbers: |
| Toll Free: | 1-800-937-0863 |
| Local Area: | 1-860-728-3655 |
| Fax | 1-860-728-3618 |
| |
| Contact Person: David Neal |
| Phone: | 1-860-728-3651 |
| Toll Free: | 1-800-937-0863 |
| Fax: | 1-860-728-3618 |
| Email: | david_neal@ml.com |
| |
| DTC Number |
| 5198 |
| |
| Account Number |
| 814-04090 |
Please include in your letter of instructions if the gift is unrestricted or should be directed to the Archbishop’s Annual Appeal or a specific parish or school. Mail or fax a copy of your letter to:
Mr. Robert McTiernan
134 Farmington Avenue
Hartford, CT 06105
Fax: 1-860-541-6309
For additional help, please contact:
Mr. Robert McTiernan
Phone: 1-860-541-6491 ext. 162
rmctiernan@aohct.org

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