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Donate Stock

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:

Kathy Allen
Director of Finance
Diocese of Monterey
P.O. Box 2048
Monterey, CA 93942
831-373-4345
831-373-1175 fax
kallen@dioceseofmonterey.org

SECURITIES DELIVERED ELECTRONICALLY
The following information will enable your broker to facilitate an electronic transfer of stock:

Charles Schwab & Co., Inc.
100 Clock Tower Plaza
Carmel, CA 93923
Attn: Anne Hepfl
831-622-5926
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