Development Office

Julie Turley
Vice President of Development
150 South Wacker Drive
Suite 2000
Chicago, IL 60606
Tel: 312-795-5109 | Fax: 312-236-5276


Charitable Gift Annuities

Betty Assell
Annuity Associate
150 South Wacker Drive, Suite 2000
Chicago, IL 60606

Gifting Stock and Bonds

For electronic transfer of stock and bonds, instruct your broker to transfer your shares directly to Catholic Extension’s brokerage account via the instructions below:

Catholic Extension Broker:

J.P. Morgan Chase Bank, N.A.
420 W. Van Buren, 4th Floor
Chicago, Illinois 60606
(877) 576-3026

Account Name: Catholic Church Extension Society of the United States of America
Tax ID # 36-6000520
DTC Number: 0902
Account Number: P72500
FFC: Q67498008 
Reference:  [Donor’s Name Here]

For all general inquiries regarding stock and bond gifts, please contact:
Bobbi Hannigan
Treasury Manager
150 S. Wacker Drive, Suite 2000
Chicago, IL 60606
(312) 795-6047

Please contact Bobbi Hannigan for all general inquiries regarding gifting stock and bonds, including:

  • To notify him in advance of any electronic transfer of securities, ensuring efficient transmittal and proper acknowledgement of your gift for income tax purposes. Also, please instruct your broker to include your name in the delivery instructions.
  • To receive specific processing instructions for physical certificates. (Please do NOT endorse prior to gifting.)