Thank
you for your interest in and generous support of the Diocese of
Monterey, its parishes, schools, and ministries. Electronic
delivery of stock shares is the most secure and expedient delivery
process available and provides efficient internal control as well
as cost savings. However, you may also transfer certificates
directly. To help you facilitate a gift of stock, please use
the following instructions:
Notification
of Donor
Intent
Regardless of the method chosen to deliver a
gift of stock, the donor or the transferring broker must provide
the following information for audit and acknowledgement purposes:
Donor's name, complete address and
telephone number
Name and number of securities transferred
Parish, school or fund to which the gift
is directed
You may use the gift form, call,
fax or e-mail to communicate this information at the time of
transfer to:
Tom Riordan
Diocese of Monterey
P.O. Box 2048
Monterey, CA 93942
831-373-4345
831-373-1175 fax tom@dioceseofmonterey.org
Securities
delivered
electronically
The
following information will enable your broker to facilitate an
electronic transfer of stock:
Broker: Charles Schwab & Co., Inc.
100 Clock Tower Plaza
Carmel, CA 93923
Attn: Laura Kozel -
831-622-5925
831-622-5930 fax
DTC Number: 0164, code 40
Account name: The Roman Catholic
Bishop of
Monterey California, A
Corporation Sole
(Tax ID# 94-1658203)
Account number: 7586-3598
Securities
delivered
by mail
Stock
certificate:
If the stock certificate has been re-registered
to The Roman Catholic Bishop of Monterey or to the Diocese of
Monterey, it may be submitted without additional paperwork from
the donor.
If the stock certificate is in the name of
the donors, the owner(s) need to go before a Notary Public and
sign the back of the certificate exactly as the stock is
registered, and make no other notations on the form. At the
same time, the owner(s) must sign and notarize a Third Party
ReleaseForm to the above address in Monterey.
Please call 831-373-4345 ext 234 to request a Third Party Release
Form.
