Gifts of Securities

Gifts of Securities

A great way to make a gift to the Archdiocese of Miami is by gifts of stock and bonds.  There can be many tax advantages associated with gifts of appreciated stock.  For instructions on how to make a gift of stock or bonds, please see below.
When donors wish to directly transfer securities to the Archdiocese, the following instructions need to be provided to the donor’s broker or custodian. The donor should request that his broker transfer free via DTC as follows:

Robert W. Baird & Co., Inc.
DTC #0547
Archdiocese of Miami
Attn: Katie Blanco Bourdeau
A/C #1179-9249

At the same time the donor should provide information as to the type of security and shares transferred, along with who is the recipient (specific Parish, Archbishop’s Charities and Development Drive (ABCD), specific program or ministry, etc.) of the donation to:

Mrs. Katie Blanco Bourdeau
Archdiocese of Miami
9401 Biscayne Boulevard
Miami Shores, FL 33138
Office: (305) 762-1053

This information is needed to ensure that the donation is distributed in accordance with the donor’s wishes.

Download: Securities – Stock Transfer Instructions