Serving the Lord
by helping others

Checks should be made payable to Connecticut Catholic Foundation, Inc. and mailed to:

Connecticut Catholic Foundation

467 Bloomfield Avenue

Bloomfield, CT 06002

Gifts can be made over the phone by credit card (Visa, American Express, or MasterCard) by calling

the number below: 860.541.6491 ext. 1054

Under federal tax law, a donor aged 70½ or older may make charitable distributions directly from his or her IRA to the HBF without incurring taxable income. The gift must come directly from the donor’s IRA administrator to the Foundation and can satisfy all or some portion of the required minimum distribution for the year. While there is no charitable deduction for such a gift, the donor avoids payment of income tax on the required minimum distribution that would otherwise be paid to him or her. The total of an individual’s rollover gifts in any one calendar year cannot exceed $100,000. Beginning in 2024, the limit will be adjusted annually for inflation, allowing your gift to keep pace with economic shifts.

When initiating a transfer, please call the Foundation at the number below with the name of stock, number of shares, and donor name and use the following instructions:

DTC #:0756

Ameriprise Financial

Account #: 76648245 

Account Name: Connecticut Catholic Foundation

Contact:

Daniel S Tarbell, CRPC®
STERLING FINANCIAL PARTNERS
A financial advisory practice of Ameriprise Financial Services, Inc.
 
Ameriprise Financial Services, Inc. 
99 East River Drive 
8th Floor 
East Hartford, CT 06108

O: 860.466.7143   

F: 860.291.9150   

M: 860.810.7979
 
 

To initiate a one-time or recurring gift, please contact your fund advisor or United Way Campaign Representative. Checks can be mailed to the address above. The CCF EIN is: 81-1546773

To make a gift by cash wire transfer please contact the Foundation at the number below for bank, account and routing information: 860.541.6491 ext. 1054