Outright gifts of appreciated securities—stocks, bonds and mutual funds—are a meaningful way for you to help Catholic Relief Services respond to the immediate needs of our one human family.

Making these gifts is easy! You can transfer most gifts of stocks electronically from your brokerage account to the CRS brokerage account.

How Do I Get Started?

Instructions for transferring your gift may vary depending on how you hold the securities.

Before you initiate a gift of securities to CRS, please notify CRS Planned Giving first:

Demicca Ross, Planned Giving Associate
E-mail: demicca.ross@crs.org
Phone: 1-888-277-7575; at the prompt, dial extension 7438

My Stock Is in Certificate Form

The CRS stock mailer kit allows you to send your certificates safely through the mail. To request the kit, contact CRS Planned Giving:

Demicca Ross, Planned Giving Associate
E-mail: demicca.ross@crs.org
Phone: Phone: 1-888-277-7575; at the prompt, dial extension 7438

My Stock Is Held by a Broker

To transfer your shares directly to the CRS brokerage account, provide your broker/agent with the following information:

CRS broker: Bank contact person: Phone: DTC number: CRS account number:

M&T Investment Group Paula Warrenfeltz 1-800-624-4116 0990 76696

So that CRS may promptly identify your gift, request that your broker reference your name on the stock transfer.

Be sure to also notify CRS Planned Giving that you are making a gift of securities:

Demicca Ross, Planned Giving Associate
E-mail: demicca.ross@crs.org
Phone: 1-888-277-7575; at the prompt, dial extension 7438

My Shares Are in a Mutual Fund or a Statement Form

Because methods for transferring shares may vary depending on the fund or company, please contact CRS Planned Giving for specific transfer instructions:

Demicca Ross, Planned Giving Associate
E-mail: demicca.ross@crs.org
Phone: 1-888-277-7575; at the prompt, dial extension 7438

I Want to Donate My Securities to Open a CRS Gift Annuity

The instructions above are for outright gifts of securities only and not for securities donated to open a CRS Gift Annuity.

For more information on how to donate your securities to open a CRS Gift Annuity, we're here to help:

Tiffany Jackson, Planned Giving Associate
E-mail: tiffany.jackson@crs.org
Phone: 1-888-277-7575; at the prompt, dial extension 7324