What to Give

Cash is one of the easiest ways to make a charitable contribution. A cash contribution can be a check, money order or cashier’s check. Please make checks payable to the following:

Catholic Community Foundation of San Diego
Memo: Name of Fund

Gifts of publicly traded securities, such as stocks and bonds, are accepted by the Catholic Community Foundation of San Diego. The securities may be given so that the donor qualifies for a tax deduction equal to the fair market value of the donated assets while avoiding capital gains tax on the donated assets. The Foundation will work with you to facilitate the donation of both marketable and closely held securities. Donors whose gifts are matched by a company will receive credit for the matching amount.

On behalf of the Catholic Community Foundation of San Diego, thank you for your generosity to charitable causes and for inquiring about our stock donation process. The Catholic Community Foundation of San Diego has the responsibility for handling donations of stock.

Step 1 – Establish Communication Between Your Broker and the Foundation’s Broker

Typically a donor can have their broker contact the Foundation’s broker at Merrill Lynch to facilitate the transfer. The information that they will need is as follows

Merrill Lynch
Shawna Such
Email: shawna_such@ml.com
Direct line: 760-930-3116
Phone number: 800-844-0720
Fax #: 760-670-3550

Daniel Pritchard
Registered Client Associate
Email: daniel_paul.pritchard@ml.com

The donor’s broker can easily transfer the shares into the account titled: Catholic Community Foundation of San Diego. The shares will then be sold and the Foundation will notify the donor of the valuation for tax purposes. Additionally, the proceeds from the stock donation (net of selling costs) will be deposited at the Foundation.

If you do not have a broker and are processing this transfer on your own through your brokerage firm (i.e. Vanguard, Fidelity, etc.), please use the following transfer instructions:

Broker/Receiving Firm: Merrill Lynch

Account Title:

Catholic Community Foundation of San Diego

4747 Morena Blvd., Ste. 300

San Diego, CA 92117

Account#: 232-02157

DTC#: 8862

Step 2 – Complete Donation Form

Download and fill out the stock donation below by clicking the Stock Donation Form button at the bottom of the page.

Step 3 – Return the Completed Donation Form to the Foundation using one of the methods below:

• Scan and email the completed form to StockDonations@ccfsd.org or rdouglas@ccfsd.org.
• Or send it using regular mail to:


Stock Donations
Catholic Community Foundation of San Diego
4747 Morena Blvd., Ste. 300
San Diego, CA 92117

By providing complete information, the Foundation can better track these gifts and prevent delays in acknowledging the donation.

Please keep the following things in mind when sending in stock donation requests:

1. For tax purposes, the value of the securities being donated is based upon the average of the high and the low price of the securities on the date the securities are transferred to the Foundation in accordance with IRS guidelines.
2. The longest lead time incurred is usually in transferring the stock from its current broker to the Foundation’s designated selling broker. Typically, stock is sold either on the day it is received or on the following business day.
3. Donors will receive an acknowledgment letter from the Catholic Community Foundation of San Diego within four weeks of transferring their shares to Merrill Lynch.

If you are over the age of 72, you must take a Required Minimum Distribution (RMD) from your traditional IRA. Because you did not pay federal income tax when you contributed the money, this distribution is taxed as ordinary income when you withdraw it. However, federal legislation currently allows you to make a direct distribution from your IRA to a qualified charity, such as the Catholic Community Foundation of San Diego. Distributions up to $100,000 (per individual, $200,000 per couple) are not subject to income tax and still count toward fulfilling your Required Minimum Distribution. This is called a charitable rollover or a qualified charitable distribution (QCD).

Please use the following button to download the IRA Charitable Rollover Instructions and Form.

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Gifts of privately held stocks are accepted by the Catholic Community Foundation of San Diego. Please call us for more details. Contact us.

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to the Catholic Community Foundation of San Diego. Please call us for more details. Contact us.

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.