STOCK
DONATION

Giving a gift of stock is one way to give to the parish and school. If you are thinking of giving the parish or school the gift of stock, please follow the instructions below:

  • 1. Complete and mail a copy of the stock donation Letter of Intention form found here (stock donation letter of intention form) to transfer securities to the Diocese of Toledo Catholic Investment Trust.

    Giving a gift of stock is one way to give to the parish and school. If you are thinking of giving the parish or school the gift of stock please follow the instructions below:

  • 1. Complete and mail a copy of the stock donation Letter of Intention form found here Stock Donation Letter.pdf.

  • 2. Email, mail or drop off a copy to the Parish Business Manager at bstuder@stmaryshelby.org or Most Pure Heart of Mary Church 29 West St. Shelby, OH 44875. It is necessary for both parties to be aware of an impending transfer.

  • 3. Have your broker or banker follow the Stock Delivery instructions found here Stock Transfer Instruction.pdf for the information necessary to transfer the securities.

  • 4. For any questions regarding the stock transfer process please contact Rene Schmidbauer at the Catholic Investment Trust office at 419-244-6711.

Once a stock sale is processed you will receive an official tax document from the Catholic Investment Trust.

If you have any other questions please feel free to contact Barb Studer, Business Manager at the Parish Office 419-347-2381.