When donors wish to directly transfer securities to the Archdiocese, the following instructions need to be provided to the donor’s broker or custodian. The donor should request that his broker transfer free via DTC as follows:
Robert W. Baird & Co., Inc.
DTC #547
Archdiocese of Miami
Attn: Margie Pontillo
A/C #1179-9249
At the same time the donor should provide information as to the type of security and shares transferred, along with who is the recipient (specific Parish, Archbishop’s Charities and Development Drive (ABCD), specific program or ministry, etc.) of the donation to:
Katie Blanco, J.D., CFRE
President, Development Corporation
Archdiocese of Miami
9401 Biscayne Boulevard
Miami Shores, FL 33138
Office: (305) 762-1053
Fax: (305) 762-1020
Email: kblanco@theadom.org
This information is needed to ensure that the donation is distributed in accordance with the donor’s wishes.