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Stock Transfer Instructions

For electronic transfer of stock and bonds, instruct your broker to transfer your shares directly to Catholic Extension's brokerage account via the instructions below:

J.P. Morgan Chase Bank
420 W. Van Buren St. 4th Floor
Chicago, IL 60606

Account Name: Catholic Church Extension Society of the United States of America
Tax ID # 36-6000520
DTC Number: 0902
Account Number: Q67498008
FFC: P72500
Reference: [Donor's Name Here]

For all general inquiries regarding stock and bond gifts, please contact:
Daniel Hill
Treasury Manager
150 S. Wacker Drive, Suite 2000
Chicago, IL 60606
(312) 795-5112
dhill@catholicextension.org

Please contact Daniel Hill for all general inquiries regarding gifting stock and bonds, including:

  • To notify him in advance of any electronic transfer of securities, ensuring efficient transmittal and proper acknowledgement of your gift for income tax purposes. Also, please instruct your broker to include your name in the delivery instructions.
  • To receive specific processing instructions for physical certificates. (Please do NOT endorse prior to gifting.)

Your gift to Catholic Extension is tax deductible to the extent allowed by law. Catholic Extension is a nonprofit 501(c)3 organization.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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