Stock Donations & Gifts

Stock MarketThe Campaign Processing Office will administer all  donations and gifts to the Diocese and its entities in accordance with diocesan policy and procedure.  All stock donations and gifts will be credited directly to the parish, school, or diocesan entity designated by the donor and in accordance with the donors’ wishes.

We request that the donor notify the Campaign Processing Office (PDF Form click here) and provide us with the number of shares, the name of the stock(s)/security(ies) being gifted, which diocesan entity the gift is to benefit, and how you wish your gift to be applied.  The mailing address is as follows:

Diocese of St. Petersburg
Attn: Campaign Processing Office
P.O. Box 40200
St. Petersburg, FL 33743-0200

FOR DIRECT TRANSFERS (Broker to Broker) to the Diocese of St. Petersburg and all diocesan entities, please use one of the following authorized listed brokerages.

  • Charles Schwab

Contact person:  Kathy King, Diocese of St. Petersburg Campaign Processing Office Email: kck@dosp.org
Phone: (727) 341-6841

  • Morgan Stanley 

Contact person: Michael Wills
Email: Michael.wills@morganstanley.com
Phone: (813) 286-5641
Address: Two Urban Center, 4890 West Kennedy Blvd, Suite #700
Tampa, FL 33609

  • Raymond James

Contact person: Robert Carney
Email: Robert.Carney@RaymondJames.com
Phone: (813) 634-5536
Address: 133 S. Pebble Beach Blvd. ,  1st Floor
Sun City Center, FL 33573

  • Merrill Lynch

    Contact person: Joel Manings
    Email: joel_manings@ml.com
    Phone: (727) 824-7398
    Address: One Progress Place
    St. Petersburg, FL 33701

    Contact person: Tricia Campbell
    Email: tricia.campbell@ml.com
    Phone: (727) 824-7348
    Address: One Progress Place
    St. Petersburg, FL 33701

If you have any questions or concerns, please do not hesitate to contact Kathy King at (727) 341-6841 or via email at kck@dosp.org.