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Inform your broker that you wish to donate securities to the Archdiocese of Milwaukee and ask them to electronically transfer your intended shares using the information below. Please notify us about your stock gift to ensure receipt and acknowledgement.
Brokerage Firm: Robert W. Baird & Co
DTC Number: 0547
Broker: Sullivan Group
Contact Number: 414-765-3609
Account Name: Archdiocese of Milwaukee
Archdiocese of Milwaukee Account Number: 1179-9500
Transfer Form
Account Name: Catholic Stewardship Appeal
Catholic Stewardship Appeal Account Number: 1997-4125
Transfer Form
Account Name: Love One Another Capital Campaign
Love One Another Capital Campaign Account Number: 6702-5068
Transfer Form
If you hold the actual stock certificates, you must sign a stock power form for each certificate you wish to transfer to charity. You may obtain a stock power from your broker or financial institution. When you sign the stock power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John A. Johnson on the certificate, sign it John A. Johnson. You should never put stock certificates in the mail. Rather, personally deliver the stock certificate and the stock power forms to:
Bob Pfundstein
Archdiocese of Milwaukee
3501 S. Lake Drive
St. Francis, WI 53235
414-769-3583
Mutual fund transfers usually require a longer time to transfer as each mutual fund company has its own requirements for making charitable contributions. Call Bob Pfundstein at 414-769-3583 so that he can work with you to determine the best method of transfer and to discuss your intent. The archdiocese may need to create an account with your mutual fund company before the transfer can occur, so allow at least one month for the transfer.
In your work as a professional advisor, you value professionalism, integrity and honesty, and you take the utmost care when serving your clients. We share your values and take the same care when it comes to helping our donors plan charitable gifts within the Archdiocese of Milwaukee.
We understand that gifts to charities such as the Archdiocese of Milwaukee and it's parishes can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients' charitable giving wishes are met. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff — all working together to arrange the best gift possible. Please feel free to contact us for more information or assistance.
Legal Business Information:
Legal Name: Archdiocese of Milwaukee
Legal Address: 3501 S. Lake Drive, St. Francis, WI 53235
Tax Identification Number: 39-0807221
Date of Incorporation: May 9, 1903
Contact: Bob Pfundstein, 414-769-3583 or [email protected]
The Archdiocese of Milwaukee is tax exempt under section 501(c)(3) of the Internal Revenue Code.
The planned giving material presented on this website is not offered as legal or tax advice.
The Archdiocese of Milwaukee provides support for a full range of charitable gift planning options and services. The Archdiocese of Milwaukee, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their estate planning attorney, financial advisor, accountant or other appropriate professional before making any material decisions based on information we provide through this Web site, printed materials, or other sources.
The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax law revisions. State laws govern wills, trusts and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.
