November 2, 2012
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.
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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
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
Giving with stock to St. Alphonsus Liguori Catholic Church
PO Box 1687
Lafayette, IN 47902
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
Please note: Between the sell time and receiving of a gift of stock, the amount may slightly change due to activity in the market.
1870 W. Oak Street
Zionsville, IN 46077