Search
-
As Fruitful Harvest kicked off earlier this month, we received a few inquiries from parishioners on whether it is possible to fulfill a pledge using a gift of stock. The answer is yes!
Whether fulfilling a Fruitful Harvest pledge or offering a gift to the parish, shares of stock are an option that may work well for families. Read the steps below to learn how.
Was this information helpful? Let us help answer more questions like this. If you have a question regarding Fruitful Harvest, pledge cards, giving, or just about anything related to the parish, please email [email protected]. This will help us get an answer to you as well as share it with others who might be seeking the same information.
Please Note: Information on this page is not intended as legal or tax advice. Donors should consult a professional advisor if legal or expert assistance is required. Information below is to provide accurate and authoritative notes of a general nature only.
Giving with stock to Fruitful Harvest
- Complete your Fruitful Harvest pledge card with the gift amount you would like to offer to this cause.
- Please note on the pledge card, or within an attached letter, that you are planning to fulfill the pledge, or contribute toward it using a gift of stock.
- Return your pledge card to the parish.
-
When offering your gift of stock:
-
Give your financial broker the following information:
- DTC Number: 0902
- JP Morgan 'Pass Through' Account Number: P72500
- Account Name: Roman Catholic Diocese of Lafayette-in-Indiana
-
Give your financial broker the following information:
- Inform the Diocese of your gift of stock so that they make track the received gift to put toward your family's pledge. Include your name, contact information, name of the stock being transferred and about how many shares. If you do not contact the diocese, they may not find out who the gift is from.
The Pastoral Office of Stewardship & Development
PO Box 1687
Lafayette, IN 47902
Phone: 765-742-7000
Email: [email protected]
Giving with stock to St. Alphonsus Liguori Catholic Church
- Give your financial broker the following information
- DTC Number: 0015
- Morgan Stanley Account Number: 574-553030-301
- Account Name: St. Alphonsus Church
- Inform the parish of your gift of stock so that the gift can be tracked when received. Include your name, contact information, name of the stock being transferred and about how many shares. If you do not contact the parish, we will not know who the gift is from or what intention the donor would like the funds to be used for.
St. Alphonsus Liguori Catholic Church
1870 W. Oak Street
Zionsville, IN 46077
Phone: 317-873-2885
Email: [email protected]
Please note: Between the sell time and receiving of a gift of stock, the amount may slightly change due to activity in the market.