Securities/Bonds/Mutual Funds
The Northern Trust Company accepts contributions of appreciated stock, bonds, and mutual funds for The Catholic University of America.
Before initiating securities transactions, please inform your advancement officer or notify the Office of Treasury Services at cua-treasury [at] cua.edu (cua-treasury[at]cua[dot]edu) and the Division of University Advancement at giving2cua [at] cua.edu (giving2cua[at]cua[dot]edu) to ensure proper donor credit.
DTC Instructions for Stocks, Registered and Bearer Bonds
DTC #2669 (Northern Trust)
Northern Trust Acct Name (FFC): Catholic University of America
Northern Trust Acct Number (FFC): #26-30044
Physical issues
Send via registered mail to the following address:
Attn: Trade Securities Processing
801 South Canal C1-N
Chicago, IL 60607
Mutual Fund Shares
Please note the re-registration process required when donating mutual fund shares can take up to 15 business days due to some dependence on external parties. If possible, please provide the following information to cua-treasury [at] cua.edu (cua-treasury[at]cua[dot]edu) in order to start the process.
- Mutual Fund Name
- Cusip Number or Ticker Symbol
- Number of Shares or Approximate Dollar Amount
- Custodian Contact Name, Fund Company, Registered Investment Advisor (RIA)
- Donor’s Name/ Donating Entity
- If possible, the donor’s account number (at Fund Company/ RIA)
Federal Tax ID Number (EIN)
The Federal Tax ID Number (EIN) for The Catholic University of America is 53-0196583.
More information
For an additional information regarding these instructions or other types of contributions, please contact Division of University Advancement at 202-319-6910.