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To make the National Religious Retirement Office or Retirement Fund for Religious collection a beneficiary in your will, in estate planning or to make a restricted gift, please use the following language set forth:"To the United States Conference of Catholic Bishops, Washington, D.C.,
(The term "religious orders" includes religious orders, congregations, institutes, etc. of both women and men.)
Investigate whether your company has a Matching Gift Program. If so, send your donation along with the matching gift form to the National Office.
Thank you for your interest in making a stock donation to the Retirement Fund for Religious. The most efficient method for donors and their stockbrokers to transfer gifts to the fund is by direct transfer of the stock to the Retirement Fund for Religious' Trust Account held at State Street Bank and Trust. State Street is a member of a national clearinghouse (DTC), which allows for direct transfer of stock between brokers.
You must advise State Street Bank, in advance, that a transfer is being made so that authorizations will be in place for its acceptance. Please contact Amy Youngberg at State Street Bank by phone at 816-871-3078 or by fax at 617-786-2196 or by email at firstname.lastname@example.org.
Please copy Monica Glover at email@example.com on any communication with State Street Bank. Monica can also be reached at 202-541-3216 if you have questions.
If you work for a company that participates in the United Way, check with your coordinator about designating the Retirement Fund for Religious to receive your donation.
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