Call Paul D. Andrews at UBS Financial Services and tell him or his Assistant, Teresa Cabotaje, of the impending transfer of shares. 202-585-5490 Direct 800-382-9989 Toll Free 202-585-5317 Fax If you hold the securities yourself, mail or, preferably, hand deliver the stock certificates with cover letter, which includes your name, address and purpose of the donation, to Linda O’Sullivan at: St. Bartholomew’s Rectory 6902 River Road Bethesda, MD  20817

Gift of Stock

The gifting of securities can be an effective way to make a charitable donation to the Church, especially for bequests and special Easter and Christmas collections.  If you have held the securities for more than one year you can take a charitable deduction equal to their gift-date value and pay no capital gains tax on the appreciation in value from date of purchase.

If the stock is held in a brokerage account, electronic transfer of stock shares is an efficient way to donate the stock to St. Bartholomew’s.

Notify your broker that you wish to make a donation of securities to St. Bartholomew Catholic Church.  Your broker will need a written authorization from you before they can make the transfer.  Be sure to tell them the name of the stock that you want to transfer, the number of shares and where you want the stock to be transferred:
            UBS Financial Services, Inc.
            1501 K Street, NW, Suite 1100
            Washington, DC 20005
            DTC # 0221
            FBO: St. Bartholomew’s Gifting Account
            Account # WS-27538

Call Paul D. Andrews at UBS Financial Services and tell him or his Assistant, Teresa Cabotaje, of the impending transfer of shares.
            202-585-5490 Direct
            800-382-9989 Toll Free
            202-585-5317 Fax

Also, call Linda O’Sullivan (St. Bartholomew’s Rectory) at 301-229-7933 and notify her of the planned transfer and where you would like to designate your gift.  She will provide you with a letter acknowledging the gift for tax purposes after the funds are received.

The value of the gift should be as of the date you transfer the shares, and should be provided to you by your broker.

Are the shares worth less than you paid for them? 

Sell the shares and donate the proceeds.  Take the loss as a tax deduction, as well as the tax-deductible charitable donation.

Are you contributing shares of a mutual fund? 

Contact your broker first for information as to whether the mutual funds can be transferred directly. (Only a few can not)  If the shares are transferable, continue as above for gifts of stock.