Stock Donation Information

July 14, 2020

The Cardinal Newman Society gratefully accepts donations of securities (including stocks and bonds), retirement plan assets, and life insurance policies. Such donations can provide tax benefits to the donor while greatly assisting our work to promote and defend faithful Catholic education. Please note that our policy is to immediately sell donated securities. We will acknowledge receipt of the securities, but IRS regulations require the donor to independently determine the gift’s cash value for tax purposes; consult your broker or tax advisor. If you have questions, please contact Joe McLaughlin, Vice President of Program Development, at (703) 367-0333 ext. 132, JoeMcLaughlin@CardinalNewmanSociety.org. Thank you!

IMPORTANT NOTE: In our experience brokers rarely communicate to us who made a gift of stocks or otherwise transferred funds to our account and without that information we can neither properly express our gratitude to the donor nor provide a tax receipt. If you will ask a broker to make such a donation for you, please let us know so that we can properly and promptly thank you!

Securities delivered electronically can be sent to:

FOR STOCK DONATIONS:

Brokerage Firm: Morgan Stanley
DTC Number: 0015
Firm Address: 11951 Freedom Dr #1200, Reston, VA 20190
Broker Name: Sean P. Kearns
Broker Phone: 703-456-6044
Broker Fax: 703-456-6098

For further credit to:
Cardinal Newman Society (Tax I.D. # 54-1691371)
Account Number: 689105263
Account Name: Cardinal Newman Society
Account Address: 10432 Balls Ford Road, Ste 300, Manassas, VA 20109

FOR FED FUND WIRES (CASH):

Here is the information for sending the wire transfer
Bank Name: Fulton Bank
Swift Code: FLBKUS33
Routing Number: 031301422
Address of Bank: Lancaster, PA
Beneficiary’s Name: Cardinal Newman Society
Beneficiary’s Account Number: 0000165069

FOR IRA DONATIONS

IRA disbursement checks can be mailed to us at: 10432 Balls Ford Road, Ste 300, Manassas, VA 20109.

It would also be helpful if your broker included the following information in the transaction, and if you sent the following information to us as well:

  1. Your name and address
  2. The name and number of securities transferred
  3. Name of broker receiving securities (Morgan Stanley)
  4. Date of transfer

Corporate Name: Cardinal Newman Society for the Preservation of Catholic Higher Ed.

10432 Balls Ford Road, Suite 300, Manassas, VA 20109

703-367-0333

www.NewmanSociety.org