Development Office


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

 

Charitable Gift Annuities


Betty Assell
Annuity Associate
150 South Wacker Drive, Suite 2000
Chicago, IL 60606
312-795-6089
bassell@catholicextension.org

Gifting Stock and Bonds

For electronic transfer of stock, instruct your broker to transfer your shares directly to Catholic Extension’s brokerage account using the information below:

J.P. Morgan Private Bank
10 S. Dearborn, Floor 11 
Chicago, Illinois 60603
(877) 576-3026
pb.service3026@jpmorgan.com

DTC Participant Number: 0902
Credit Account Number: P72500

FFC: Q67498008

FFC Account Name:  Catholic Church Extension Society of the United States of America
Reference: [Your Name Here]

 

To send cash donations to Catholic Extension, instruct your broker to wire your donation to Catholic Extension account below:

J.P. Morgan Chase Bank

ABA: 021-000-021

Account Number: 816370746

Name: Catholic Church Extension Society of the USA
Reference: [Your 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
bhannigan@catholicextension.org

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.)