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Give a Gift of Stock


In addition to other forms of giving, CMMB also accepts gifts of stock. To make a gift of stock please follow the instructions below.

 

If your broker holds securities for you:

  1. Instruct your broker in writing to make a free delivery through DTC #5198 Merrill Lynch for credit to account #850-04A00 Catholic Medical Mission Board, Inc. In your letter you should state the number of shares you want transferred and identify your account. Your letter should also state that the gift is for charitable purposes.

    Example: “Please make a free delivery of 100 shares of (symbol or name) through DTC to #5198 Merrill Lynch for credit to account #850-04A00, Catholic Medical Mission Board, Inc. from (account number). These shares are being given as a charitable gift to CMMB for its general purposes.”
  2. Please mail or fax a copy of your letter of instruction to Catholic Medical Mission Board so your gift can be acknowledged.  Fax# 212-807-9161
  3. The value of your gift will be determined by the average of the high and low prices on the date the gift is completed.

Broker Information

Company: Merrill Lynch
Contact: Rocco Papandrea
Phone: 212-382-8476
Address: 1251 Avenue of the Americas, 24th Floor
New York, NY 10020
Email: Rocco_papandrea@ml.com

 

If you have possession of stock certificates:

  1. Mail the unendorsed certificate via certified mail to Catholic Medical Mission Board. Send it to the attention of Robert Wuillamey.
  2. Under separate cover, mail a signed stock power to CMMB with a note stating your intention that the gift be used for charitable purposes.
  3. The value of your gift will be determined by the average of the high and low prices on the date the gift is completed. In this case it would be the postmark date on the later of the two envelopes.
Our Legal Name: Catholic Medical Mission Board, Inc.
Address:

 

10 West 17th Street
New York, NY 10011-5765

Tax ID. Number: 13-5602319
President/CEO: John F. Galbraith

 

Contact: Robert Wuillamey Director of Philanthropy
Phone Number: 212-609-2597, rwuillamey@cmmb.org 

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