Stock Transfers

Archdiocese of Baltimore Stock Account Information

The Archdiocese of Baltimore has made arrangements with two firms, Alex Brown and Morgan Stanley Smith Barney (the contact information for both of which appears below), to assist those who want to contribute to the Church by means of the transfer of stock or other marketable securities:

Alex Brown
226 Schilling Circle
Suite 270
Hunt Valley, MD  21031
Attn: Ed Bergen (410-525-6241)
DTC Number: 0725 Raymond James Clearing
Account Number: 891N4618
Account Name: Roman Catholic Archbishop of Baltimore

Morgan Stanley
1201 Wills St., Suite 700
Baltimore, MD  21231
Attn: Gavin Rayburn (410-736-5322)
DTC Number: 0015
Account Number: 633-162167-289
Account Name: Roman Catholic Archbishop of Baltimore

Transfer of Securities Held in Street Name

If the securities are held by your broker in street name, please use the appropriate Authorization Letter here  (Street Form) provided to authorize him/her to wire transfer the shares to one of the Archdiocesan accounts listed above. Please be sure to provide all information requested, including the number of shares and/or securities; donor’s name, address and phone number; where the gift is to be designated, i.e., Archdiocese of Baltimore, Partners in Excellence, Catholic Family Foundation, Heritage of Hope Campaign, or Archbishop’s Annual Appeal.

Transfer of Securities Held in Certificate Form

For each certificate (name of stock or bond) that you have to be transferred, please use the appropriate Authorization Letter here (Certificate form) provided below to authorize the transfer. Again, please be sure to provide all information requested. Mail the certificate (DO NOT SIGN) along with the completed form to one of the firms listed above.

Once the transfer has been initiated, please send a copy of your completed transfer form to the Archdiocese of Baltimore. The form should be sent to:

Stock Gift Administration Manager: Nakkia Cottman
E-Mail: Nakkia.Cottman@archbalt.org
Department of Development
320 Cathedral Street, 4th Floor
Baltimore, MD 21201

If you need assistance, or have any questions relative to this matter, please contact us at 443-263-1989 between 9:00 a.m. and 5:00 p.m., Monday through Friday.

Thank you so much for your interest in donating stock. May your giving bring you great joy.