The Catholic Services Appeal Foundation welcomes all stock and mutual fund transfers.
How to give Stock to the Catholic Services Appeal Foundation:
Written instructions are required to stockbrokers when transferring stock. Please give the following delivery information to your broker when making a gift to the Catholic Services Appeal Foundation:
Account Name: Catholic Services Appeal Foundation
Federal Tax EIN Number: 46-4321593
Account Number: 39638564
DTC Number: 0547
Clearing Broker:
Robert W. Baird & Co.
7650 Edinborough Way, Suite 300
Edina, MN 55435
Contact: Lynn Kittelson at 952-857-5537
If you are sending a stock certificate, please mail to the following address:
Catholic Services Appeal Foundation
Attn: Jennifer Beaudry
12805 Highway 55, Suite 210
Plymouth, MN 55441
How to give Mutual Funds to the Catholic Services Appeal Foundation:
Please contact the Catholic Services Appeal Foundation before requesting a mutual fund transfer between your broker and Robert W. Baird & Co. Mutual fund transfers are more complex than stock and require additional processing time.
It is important to notify the Catholic Services Appeal Foundation when you have requested a stock or mutual fund transfer with your broker to ensure that you receive the appropriate tax credit. Please contact Jennifer Beaudry at 612-294-6624 or beaudryj@csafspm.org.
