How to Donate Stock

Many people choose to donate stock they currently own to their church or to the Catholic Foundation. The following is how to accomplish this. To ensure that you receive proper credit for your gift, please fill out the following form.  If you do not have e-mail, please call Jackie Jocewicz at 920-272-8258.

  • Please be specific with the purpose of the gift along with the approximate dollar amount or number of shares for each purpose this stock gift will benefit.
  • If the stock is held in “street name” at your brokerage firm, shares can be transferred electronically to the Catholic Foundation. Provide your broker with the following:
  • 1. Receiving firm: Associated Investment Services
  • 2. DTC # of Associated Investment Services: #0226
  • 3. Account title: Catholic Foundation for the Diocese of Green Bay, Inc.
  • 4. The final information will be sent in an auto-response email.
  • For other types of stock transfer instructions such as through Computershare, direct through the stock company or if you hold the stock certificates, please contact Jackie Jocewicz at 877-500-3580 x8258 or 920-272-8258.
Scroll to Top