Stocks/Securities
Gifts of appreciated stock will help you avoid paying all capital gains in this gift – as long as you transfer the stock directly. Stock gifts can be designated toward a specific Oblate mission – or the donation can be used where it is most needed, maximizing the value of the gift. The value of a stock gift is based on the average selling price on the day the gift is received.
To ensure proper acknowledgment of your stock gift please do the following:
- Notify the Office of Charitable and Planned giving by calling 1-800-233-6264 or emailing charitablegifts@oblatesusa.org
ANY QUESTIONS? |
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Call Lori at 1-800-233-6264 |
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Email Us >> |
| Mailing Address: Office of Charitable and Planned Giving 9480 N. De Mazenod Dr. Belleville, IL 62223-1160 |
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| Legal Title: Oblate Missionary Society, Inc. Tax ID: 26-0634043 |
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2. Share our account information with your stock broker or financial advisor to ensure your gift is transferred directly to the Missionary Oblates.
DTC#: 0990
Account#: 77562
Account Name: USP Oblates Charitable Gifts
Agent ID#: 26209
Attn: Elizabeth Baker
3. Please instruct your broker to include your name, address and any designation for the gift when your stock transfer is made so we can personally thank you and send a tax receipt.
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