OPTION 1: STOCKS AND SECURITIES | Federal tax law allows a charitable deduction for the full market value of securities. How to make a security transfer: Please notify CCD of the transfer by emailing knoonan@ccdallas.org. To transfer your shares directly to CCD, provide your broker with the following information: DTC Number: 0164; Code: 40; Account Number: 3298-3883; Broker: Charles Schwab; FBO: Catholic Charities of Dallas, Inc.; Tax ID Number: 75-2745221
OPTION 2: DONOR-ADVISED FUNDS | Make a gift to Catholic Charities Dallas through your Donor Advised Fund with The Catholic Foundation, a community foundation, or any other charitable gift fund with your bank or investment firm.
OPTION 3: IRA CHARITIBLE ROLLOVER | If you are 70 1/2 years or older, this method of giving allows you to make an easy and convenient gift that is excluded from your gross income and counted toward your required minimum distribution.
OPTION 4: PLANNED GIFT | To help with future generations, name Catholic Charities Dallas a beneficiary of your confirmed, outright bequest through the provisions of a will, trust, retirement account, or insurance policy.
For more ways to give, contact: Kelly Noonan at knoonan@ccdallas.org | 469-801-8132, Veronica N. Manriquez at vmanriquez@ccdallas.org | 469-801-8135 , or Sara Blake Jernigan at sjernigan@ccdallas.org | 214-389-1464