Gifts of Stock

The Catholic Foundation can accept gifts of stock and for some donors, this may provide the best benefits. All stock, IRA, and matching gift donations are processed through the Campaign Processing Office of the Diocese of St. Petersburg, and will be credited directly to the Foundation fund indicated by the donor in accordance with the donors’ wishes.

When donating stock, donors are asked to notify the Campaign Processing Office (PDF form click here) and provide the number of shares, the name of the stock(s)/security(ies) being gifted, which diocesan entity the gift is to benefit through the Catholic Foundation, and how you wish your gift to be applied.  Notification forms can be mailed to:

The Catholic Foundation, Diocese of St. Petersburg

PO Box 40200

St. Petersburg, FL 33743-0200

FOR DIRECT TRANSFERS (Broker to Broker) to the Diocese of St. Petersburg and all diocesan entities, please use one of the following authorized listed brokerages:

Charles Schwab

Contact person: Kathy King, Diocese of St. Petersburg Campaign Processing Office
Email: kck@dosp.org
Phone: (727) 341-6841

Morgan Stanley 

Contact person: Tony Pastore
Phone: (813) 286-5628
Email: Tony.pastore@morganstanley.com
Address: Two Urban Centre, 4890 West Kennedy Blvd., Suite #700
Tampa, FL 33609

Raymond James

Contact person: Robert Carney
Email: Robert.Carney@RaymondJames.com
Phone: (813) 634-5536
Address: 133 S. Pebble Beach Blvd.,  1st Floor
Sun City Center, FL 33573

Merrill Lynch

Contact person: Joel Manings
Email: joel_manings@ml.com
Phone: (727) 824-7398
Address: One Progress Place
St. Petersburg, FL 33701

Contact person: Tricia Campbell
Email: tricia.campbell@ml.com
Phone: (727) 824-7348
Address: One Progress Place
St. Petersburg, FL 33701