[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-280312-105":53,"doc-detail-280312-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","gifts-of-stock-and-securities-stock-transfer-letter-template","Gifts of Stock and Securities - Stock Transfer Letter Template","","Gifts of stock and securities support the Archdiocese of Newark and can provide two benefits: a charitable income tax deduction based on the full fair market value of the securities and avoidance of capital gains taxes on appreciated stock. The document explains the need to alert the Archdiocese in advance so the gift can be properly acknowledged, designated, and shared-counted. It provides wire transfer instructions using DTC to a specified Morgan Stanley account and includes a stock transfer letter template with donor and broker details, plus contacts for banking and investment guidance.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/gifts-of-stock-and-securities-stock-transfer-letter-template/280312/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/gifts-of-stock-and-securities-stock-transfer-letter-template/280312.png","ImageObject",442,249,{"name":88,"@type":89},"Berry Peter","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What tax benefits can donors receive when gifting stock or securities?","Question",{"text":109,"@type":110},"Donors may receive a charitable income tax deduction for the full fair market value of the securities and avoid capital gains taxes on appreciated stock.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Why must the Archdiocese of Newark be alerted in advance?",{"text":114,"@type":110},"Gifts cannot be properly acknowledged or designated without advance notice of who is making the gift, its designation, and the number of shares being transferred.",{"name":116,"@type":107,"acceptedAnswer":117},"What information is required to complete a wire transfer for donated securities?",{"text":118,"@type":110},"Use DTC to the brokerage account with the provided DTC number and the Roman Catholic Archdiocese of Newark Donated Securities Account details held at Morgan Stanley Wealth Management, including the specified address and attention contact.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},280312,1789536766,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":126,"read_time":9},1374402524268,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","GIFTS OF STOCK AND SECURITIES  \nThere are many ways to make a gift in support the Archdiocese of Newark. A gift of stock and securities can benefit you in two ways: you may receive a charitable income tax deduction for the full fair market value of the securities, while avoiding capital gains taxes on appreciated stock.  \nIn order to make a gift of securities, please alert us in advance.  \n*Gifts cannot be properly acknowledged or designated without advance notice of who is making the gift, its designation, and the number of shares being transferred.*  \nA wire transfer can be made through the Depositary Trust Corporation (DTC) to our brokerage account. You will need the following information:  \nDTC\\#: 0015  \nACCOUNT: Roman Catholic Archdiocese of Newark Donated Securities Account  \nACCOUNT \\#: 036-893206  \nHELD AT: Morgan Stanley Wealth Management  \n1030 Broad Street, 3rd Fl  \nShrewsbury, NJ 07702  \nAttention: Tyler Gilmour  \n(o) (732) [389-5135 |](389-5135 | david.gilmour@morganstanley.com)[ ](389-5135 | david.gilmour@morganstanley.com)[david.gilmour@morganstanley.com](389-5135 | david.gilmour@morganstanley.com)  \n(732) 544-9070 (fax)  \nIf any additional information is needed and to notify the Archdiocese of Newark of your donation and its designation, please contact:  \nMatthew Phelan, Director of Banking and Investments  \nArchdiocese of Newark  \n(973) [497-4069 |](497-4069 | matthew.phelan@rcan.org)[ ](497-4069 | matthew.phelan@rcan.org)[matthew.phelan@rcan.org](497-4069 | matthew.phelan@rcan.org)  \n(973) 497-4083 (fax)  \nFor your convenience, a stock transfer letter template is attached.  \nSTOCK TRANSFER LETTER TEMPLATE  \nBroker, Invest Advisor, or Custodian Bank Address  \nCity, State Zip  \nRE: Account Number    \nDear   ,  \nI/We,   , intend to make a gift of stock to the Roman Catholic Archdiocese of Newark.  \nUpon receipt of this letter, please transfer from my account   shares of   to the Archdiocese of Newark according to their procedures.  \nFor additional questions, you may also contact:  \nIvan Arocho, Executive Director of Development Archdiocese of Newark  \n171 Clifton Avenue Newark, NJ 07104  \n(973) [497-4332 |](497-4332 | ivan.arocho@rcan.org)[ ](497-4332 | ivan.arocho@rcan.org)[ivan.arocho@rcan.org](497-4332 | ivan.arocho@rcan.org)  \nSincerely,  \nDonor Signature  \ncc: Ivan Arocho, Executive Director of Development  \nPlease include the contact information of the broker, banker, or custodian in the letter.","cbCaidUot8SNM7wR","https://ap.wps.com/l/cbCaidUot8SNM7wR","pdf",108185,"English","# Stock and Securities Gift Instructions\n## Tax and Acknowledgment Requirements\n## Wire Transfer (DTC) Details\n## Stock Transfer Letter Template\n## Contacts","[{\"question\":\"What tax benefits can donors receive when gifting stock or securities?\",\"answer\":\"Donors may receive a charitable income tax deduction for the full fair market value of the securities and avoid capital gains taxes on appreciated stock.\"},{\"question\":\"Why must the Archdiocese of Newark be alerted in advance?\",\"answer\":\"Gifts cannot be properly acknowledged or designated without advance notice of who is making the gift, its designation, and the number of shares being transferred.\"},{\"question\":\"What information is required to complete a wire transfer for donated securities?\",\"answer\":\"Use DTC to the brokerage account with the provided DTC number and the Roman Catholic Archdiocese of Newark Donated Securities Account details held at Morgan Stanley Wealth Management, including the specified address and attention contact.\"}]","Gifts of Stock and Securities - Stock Transfer Letter Template | PDF"]