St. Thomas the Apostle Catholic Church - Naperville, IL

Donating Stock to St. Thomas

stock certificatesDiocese of Joliet Finance Office

Thank you very much for supporting the mission of St. Thomas the Apostle Catholic Church with a gift of stock. To complete your donation, please follow the steps outlined below.

Notify Parish
Please notify Janet Simmons in the St. Thomas Business Office at 630.355.8980.x106 or by email at Janet Simmons of the pending stock or mutual fund transfer, so that your donation is properly recorded for follow up and acknowledgement.

The next steps involve your broker or transfer agent, the Diocese of Joliet Finance Office and the broker for the Diocese of Joliet. If further assistance is required, please contact Jody Mech in the Diocese of Joliet, Finance Office at 815.221.6202 or via email at jmech@dioceseofjoliet.org.

1. Complete and Submit the Stock Donation Letter of Intention
To begin the process of donating stock, please complete the Stock Donation Letter of Intention. Once complete, please mail, fax, or email the Letter of Intention to the Diocese of Joliet, Finance Office. Additionally, if the donation is intended for an institution other than the Diocese of Joliet, please send a copy to the parish or institution for which the donation is intended. Due to the fact that electronic transfers are made without identifying the donor, a Stock Donation Letter of Intention is required for identification of the recipient.

Without a completed Letter of Intention, the Diocesan Finance Office will not know where to send the proceeds of the donation.

2. Transfer the stock
You may transfer stock by one of three methods: electronically (preferred), by mail, or in person.

a. To transfer the securities electronically:

1. Contact your broker with instructions to make a transfer from your account to the Diocese of Joliet account.

2. Provide your Transfer Agent (Broker) with the following information:
Broker name: Stofan, Agazzi & Co., Inc., Attn: Irene Celander
Address: 2801 Black Rd # 101, Joliet, IL 60435-2702
Phone: 815.729.1266
Registration of Account: Roman Catholic Diocese of Joliet
DTC: #0141
Diocesan Account #: 2496-9663

b. To transfer certificates by mail:

1. DO NOT SIGN the stock certificate.

2. Send the certificate and a completed Stock Donation Letter of Intention by registered mail to:
Roman Catholic Diocese of Joliet
Finance Office
16555 Weber Road
Crest Hill, IL 60403

3. In a separate envelope send a completed, signed, dated and guaranteed Irrevocable Stock or Bond Power form, together with a copy of the completed Stock Donation Letter of Intention.

c. To hand deliver the securities:

1. DO NOT SIGN the stock certificate.

2. Contact Jody Mech of the Diocese of Joliet, Finance Office at 815.221.6202 to arrange a time to deliver the stock certificate(s), Irrevocable Stock or Bond Power and Stock Donation Letter of Intention.

Payment Processing and Acknowledgement of Donation
The Diocese of Joliet, Finance Office acts as a clearing house for donations of stock. When stocks are donated, the Diocese of Joliet’s brokerage firm (Stofan, Agazzi & Co.) liquidates them and sends the resulting cash to the Diocese along with a trade confirmation form. The Diocesan Finance Office forwards the cash and trade confirmation form to the parish, school, or other institute that is the final intended recipient of the donation (based upon information provided in the Stock Donation Letter of Intention). Acknowledgement will be sent to the donor from the final recipient, not from the Diocese of Joliet Finance Office.