Make a charitable Gift of Securities:
Consider donating appreciated securities by December 31, 2024 that you have held for more than a year for a full-market-value deduction and no capitol gains tax.
For electronic transfer via broker or bank:
You, your broker, or banker should send a letter to Catholic Charities Atlanta 2401 Lake Park Drive, SE Smyrna, GA 30080 ATTN: Richard Yancey or an email to ryancey@ccatlanta.org to make us aware of the impending transfer. Include your name, the name of the security being transferred, the number of shares, and the financial institution handling your transaction. You, your broker, or banker should contact Thomas Hidell, Jr. at Wells Fargo Advisors (404) 238-0465 to notify him of the pending transfer.
The tax identification number for Catholic Charities Atlanta is: 58-1097003