Donate Securities

The Archdiocese of Hartford gratefully accepts gifts of appreciated securities to the Archbishop’s Annual Appeal, your local parish, Catholic school, or to any ministry or agency of the Archdiocese. These appreciated stock gifts may allow you to avoid capital gains tax if you sold the securities on your own and help save income tax. You may deduct charitable contributions of the fair market value of stocks and bonds if you itemize your deductions. Generally, you may deduct up to 50 percent of your adjusted gross income, but 20 percent and 30 percent limitations apply in some cases. Please review the actual tax impact of this kind of gift with your tax advisor as well as the rules regarding this method of charitable giving.

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: Caesar R. Rossitto

Phone: 1-860-728-3503
Toll Free: 1-800-637-7455
Fax: 1-860-218-9993
Email: caesar.r.rossitto@ml.com

DTC Number

8862

Account Number

Archbishop's Annual Appeal Gifts - 814-04090

Archdiocese of Hartford Gifts - 814-04093

Parish Specific Gifts - 814-04095

Please forward the letter of instruction form and mail or scan your letter to:

Linda A. Carroll
Re: Archbishop’s Annual Appeal
134 Farmington Avenue
Hartford, CT 06105
(860) 541-6491 x 3149
linda.carroll@aohct.org

Have Questions?

Please contact us at 800-781-2550.