Stock Gifts

Smarter Ways To Give

If you are looking for other ways to support the Church beyond writing a check or using a credit card, you have come to the right place! Below is one of the many SMART WAYS to give that may work better for you and ensure the good works of the Church for a brighter future!


The gift of stock and other securities is an easy way to allow the Diocese of Toledo to continue our care for the community and announce the gospel of Jesus Christ and further the Churches outreach and mission. Gifts of stock and other securities may be made directly to the Diocese of Toledo. A gift of appreciated stock is often more beneficial than cash, since the donor is eligible for a charitable income tax deduction for the fair market value of the stock and does not have to pay capital gains tax on the sale of the stock by the charity.

The Catholic Investment Trust (Trust), is an Ohio express charitable trust, registered as a tax-exempt entity with the IRS under the U.S. Conference of Catholic Bishops (USCCB) group ruling and which otherwise complies with canon law. The Trust was established for the specific purpose of holding unrestricted and restricted funds. Learn more . . .

Important Alert Before Getting Started

It is very important that the Diocese of Toledo be notified before a stock transfer, as the name of the donor is generally omitted in the transfer.

Processes Differ Based On Your Gift

The procedure for transferring stock depends on how the stock is held by the donor. Stock certificates should be delivered or mailed to Diocese of Toledo. A certified stock power certificate should also be delivered or mailed separately from the certificate. Stock held in the donor's name by a broker can be transferred electronically. Donors are able to designate a particular ministry, program, or project to benefit from their gift if they wish.

ELECTRONIC TRANSFER PROCESS

The 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. It is very important that the Diocese of Toledo be notified before a stock transfer, as the name of the donor is generally omitted in the transfer. Special instructions are generally needed for mutual funds and other securities. Please follow the steps below and use the form provided HERE to donate stock.

Step 1: INITIATE TRANSFER

There are three common methods of gifting securities to Diocese of Toledo. The first is electronic transfer through which your broker can transfer shares using the Diocese of Toledo Foundation DTC number. The second is to personally deliver stock certificates to the Diocese of Toledo Foundation office. The third is to mail the paper certificates to Diocese of Toledo Foundation.

If you use the electronic transfer method, you must contact your broker to initiate the transfer. Your broker may require the Stock Transfer Form to authorize the transfer.

Step 2: METHOD OF DELIVERY

A. SECURITIES DELIVERED ELECTRONICALLY

Donate your stock through our xxxx Broker:

xxxxx

P.O. Box xxxx

Toledo OH xxx

DTC Number: xxx

Diocese of Toledo Catholic Investment Trust
1933 Spielbusch Ave.
Toledo, Ohio 43604

B. SECURITIES DELIVERED TO OFFICE OF MISSION ADVANCEMENT OR MAILED

You may choose to deliver your certificates(s) to the Diocese of Toledo Foundation Office or mail your UNENDORSED certificate(s) in one envelope and your stock power and authorization letter in a separate envelope. If you mail please send by registered mail, to:

Diocese of Toledo Catholic Investment Trust
1933 Spielbusch Ave.
Toledo, Ohio 43604

Step 3: NOTIFICATION OF DONOR INTENT

Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide specific information, for audit and acknowledgment purposes. You can download and return the completed form found HERE or in a letter containing the following information:

  • Donor's name and complete address
  • Name and number of securities transferred
  • Name of brokerage house shares will be transferred to (xxxxxxx)
  • Date of the transfer
  • Specific designation of gift if any


Gifts may be designated for:

  • Annual Catholic Appeal
  • Living Christ Campaign
  • Perpetuate The Gift
  • Catholic Charities
  • Endowment
  • All undesignated gifts will be used for all ministries or where needed most


Communicate the above information or completed forms for all stock transfers via mail or email to Sharon Landis, Diocese of Toledo, 1933 Spielbusch Ave., Toledo, OH 43604 or slandis@toledodiocese.org. If you need further assistance, please call Sharon Landis at 419-214-4908.