Stock, Wire and IRA Donation Information

(Updated October 6, 2022)

The Cardinal Newman Society gratefully accepts donations of securities (including stocks and bonds), retirement plan assets, and life insurance policies. Please note that our policy is to immediately sell donated securities. We will acknowledge receipt of the securities, but IRS regulations require the donor to independently determine the gift’s cash value for tax purposes; consult your broker or tax advisor.  

If you have questions, please contact Deacon Forrest Wallace, Development Director, at (703) 367-0333 ext. 106, FWallace@CardinalNewmanSociety.org. Thank you! 

IMPORTANT NOTE: In our experience brokers rarely communicate to us who made a gift of stocks or otherwise transferred funds to our account.  Without that information we can neither properly express our gratitude to the donor nor provide a tax receipt. If you ask a broker to make such a donation for you, please let us know your name, when the gift is expected to be made, and the approximate amount so that we can properly and promptly thank you!

FOR STOCK DONATIONS: 

Brokerage Firm: Morgan Stanley
DTC Number: 0015
Firm Address: 11951 Freedom Dr #1200, Reston, VA 20190
Broker Name: David S. Rasdolsky, CRPC
Broker Phone: 703-456-6012, Broker Fax: 703-956-1249 

For further credit to:
Cardinal Newman Society (Tax I.D. # 54-1691371)
Account Number: 689105263
Account Name: Cardinal Newman Society
Account Address: 10432 Balls Ford Road, Ste 300, Manassas, VA 20109 

FOR FED FUND WIRES (CASH): 

Contact Deacon Forrest Wallace, Development Director, for wire transfer details.
FWallace@CardinalNewmanSociety.org
(703) 367-0333 extension 106

FOR IRA DISTRIBUTIONS: 

Send to the attention of Deacon Forrest Wallace, Development Director, at the address below. 

Corporate Name: Cardinal Newman Society for the Preservation of Catholic Higher Ed
IRS Tax ID: 54-1691371
10432 Balls Ford Road, Suite 300, Manassas, VA  20109
(703) 367-0333 extension 106 

10432 Balls Ford Road, Suite 300, Manassas, VA 20109
703-367-0333
CardinalNewmanSociety.org