Planned Gifts

What are planned gifts? Planned gifts include gifts made through your will, charitable trusts, pooled income funds, and gifts of life insurance.

For more information, please call the Office of Financial Development at 202-269-2500.

Gifts of Stock

Electronic delivery of shares of stock is the most secure and efficient delivery process available. Of course, you may also transfer stock certificates directly. To help facilitate a gift of stock, please note the following instructions.

Notification of Donor Intent

Whatever method chosen to send a gift of stock, either you or your broker must provide the following:

Donor's name and complete address
Name and number of securities transferred

This not only helps for follow-up purposes, but enables us to thank you for your generosity.

You may provide this information via letter, e-mail or fax to:

The Office of Financial Development
North American Paulist Center
3015 Fourth Street N.E.
Washington, D.C. 20017-1102

Fax: 201-825-1286

E-mail: development@paulist.org

Securities Delivered Electronically:
The following will help your broker facilitate an electronic transfer of securities:

Our Broker:
Rich Reidy, CFP
Smith Barney
11 Maritine Avenue, 8th Floor
White Plains, NY 10606

Phone: (800) 431-2738

DTC Number: 0418

Account Name: The Paulist Fathers (Tax ID Number: 13-1624092)

Account Number: 233-09341-14-323

Securities Delivered by Mail:
Mail your unsigned certificate(s) and signed stock power, in separate envelopes, via registered mail, to:

The Office of Financial Development
North American Paulist Center
3015 Fourth Street N.E.
Washington, D.C. 20017-1102

Questions?
Please call 202-269-2521

Thank you for supporting the Mission of the Paulist Fathers

Contributions to the Paulist Fathers, a tax-exempt organization under the 501(c)(3) section of the Internal Revenue Code, are tax-deductible as allowed by law.