Thank you for your inquiry on donating stock. Stock donations may be made for the benefit of a parish, school, Diocese of Charleston, Catholic Appeal of South Carolina, capital campaign or a ministry.
CLICK HERE: Stock and Mutual Fund Donation Letter of Intent (fillable PDF)
Stock Donation Procedure
The following information is needed to ensure proper awarding of the stock donation proceeds:
-
- The name of the stock
- The donor’s name and address
- The number of shares (whole numbers)
Please notify Kelsey Shooter, Diocese of Charleston, at 843-261-0468 or kshooter@charlestondiocese.org, or her mailing address is Diocese of Charleston, Finance Department, 901 Orange Grove Road, Charleston, SC 29407.
Your donation cannot be processed without this information.
The donor’s broker/investment bank should transfer the securities according to the following instructions:
| Custodian | Charles Schwab & Co., Inc. |
|---|---|
| DTC # | 0164 |
| Code | 40 |
| Account Name | Catholic Community Foundation of South Carolina |
| Account Number | 3346-3554 |
Mutual Funds Donation Procedure
The donor will receive an acknowledgement letter from the Catholic Community Foundation of South Carolina after the stock or mutual funds donation is processed.
Please Note:
- Schwab cannot process fractional shares. Please specify the securities to be donated in whole numbers.
- The Catholic Community Foundation of South Carolina is unable to accept physical stock certificates for donation.
- If securities are going to be transferred via Computershare, please contact Kelsey Shooter, kshooter@charlestondiocese.org, for additional instructions.
- For a Mutual Fund donation or instructions, please contact kshooter@charlestondiocese.org for details on how to complete the process for this particular donation.