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A Roman Catholic Church in the Archdiocese of Cincinnati
Stewardship » Gift of Stock

Gift of Stock


Consider giving the gift of stocks to Guardian Angels. The donation is an excellent way to support the parish and receive tax benefits for the gift. It is very easy to donate stocks and securities. Inform your broker about the gift you would like to make and inform the Guardian Angels business office about the donation. That way we can make sure you are properly acknowledged for the gift and receive the proper tax credit.


Start the process by clicking here.


How is stock given?

1. Electronic Transfer (DTC)

Instruct your broker to transfer (not sell) the stock directly to the Guardian Angels account at UBS Financial Services. The transfer information is as follows:
    • DTC #0221
      UBS Financial Services
      Account # WL 10376
      FBO Guardian Angels

2. Share Certificate Transfer

The donor signs the back of the stock certificates or an authorization form provided by the broker.
Have your broker send it and the stock certificates via registered mail to:
    • UBS Financial Services
      FBO Guardian Angels
      C/O Tim Donovan
      8044 Montgomery Road, Suite 200 W
      Cincinnati, Ohio 45236-2926

What Happens?

  1. UBS Financial Services has been instructed to sell donated shares as soon as possible.
  2. Guardian Angles will send the donor an acknowledgement letter.

We thank you in advance for your gift and support. If you have any questions, please email Mark Dulle, Business Manager, or call him at (513) 624-8961.