Smarter Ways to Give
Our official name is “Roman Catholic Archbishop of Washington,” and our Employer Identification Number (EIN) is 53-0196550. We have “doing business as” (d/b/a) for “Roman Catholic Archdiocese of Washington” and “Archdiocese of Washington, Roman Catholic.” Our mailing address is P.O. Box 29260, Washington, DC 20017-0260. Our physical address is 5001 Eastern Avenue, Hyattsville, MD 20782.
Employer matching gifts | Combined Federal Campaign (CFC)
Stocks/Bonds
Gifts of long-term, appreciated stocks and bonds are a smarter way to give because they provide a potential double benefit: You will be eligible for both a charitable tax deduction for the value of the securities on the day you transfer, and you may not be responsible for taxes on any gains from the time you acquired them. To make a gift of stock to the church, please provide the following to your broker to initiate the transfer and provide the Stock transfer form (PDF) to the Archdiocese of Washington’s contact, Joseph Gillmer.
Firm to Transfer Securities to:
Morgan Stanley
DTC Number:
0015
Account Number:
504-049332-066
Note to send with transfer:
Your name and what you want the gift to support (i.e. Annual Appeal, Retired Priest Collection, Benefit of X Parish, etc…).
Archdiocese of Washington Contact:
Joseph Gillmer, Executive Director of Development
(301) 853-5375 | [email protected]
Morgan Stanley Contact:
Barbara Smallwood
(202) 292-5482 | Efax: (202) 459-9608 |[email protected]
Charitable IRA Transfers (QCDs)
If you are age 70 1/2 or older, you can transfer up to $100,000 each year directly from your traditional IRA account to the Church of Washington.
This smarter way to give may satisfy a portion or all of your annual required minimum distribution (RMD) and serve as a qualified charitable distribution for your IRA. This type of gift can save you on taxes even if you do not itemize! Contact your plan custodian to complete the IRA transfer. Contact Joseph Gillmer at (301) 853-5375 or [email protected] if you need help. The Archdiocese of Washington’s tax identification number (EIN) is 53-0196550. Please request your IRA custodian directly mail the check to:
Roman Catholic Archdiocese of Washington
Office of Development
P.O. Box 29260
Washington, DC 20017-0260
Essential notes for making an IRA Qualified Charitable Distribution (QCD):
- This way of giving only applies to traditional or Roth IRAs. Retirement plans, such as the 401k, 403b, and others, do NOT qualify.
- The SECURE 2.0 Act of 2022, signed into law on December 29, 2022, includes new opportunities to maximize retirement assets for charitable purposes.
- The Act DOES NOT change the age eligibility (70 ½ or older) for making a qualified charitable distribution (QCD) through an IRA.
- The Act DOES change the age when individuals must begin taking a Required Minimum Distribution (RMD).
- Starting January 1, 2023, the age at which owners of retirement accounts must start taking Required Minimum Distributions (RMDs) increased to 73 years old for those born between 1951 and 1959.
- For those born from 1960 and after, the age is 75 years old for RMDs.
- If you turned 72 years old in 2022 or earlier, you would need to continue taking RMDs as scheduled.
- Beginning in 2023, people who are age 70½ and older may elect as part of their QCD limit a one-time gift up to $50,000, adjusted annually for inflation, to help fund a charitable remainder trust or a charitable gift annuity (see Gifts that pay you income below). This amount would count toward the annual required minimum distribution (RMD), if applicable.
- Information to Provide your IRA Custodian:
- Name: Roman Catholic Archdiocese of Washington
- EIN: 53-0196550
- Payable: Roman Catholic Archdiocese of Washington
- Address: Office of Development, P.O. Box 29260, Washington, DC 20017-0260
- Ask your custodian to note the program you are supporting (Example: Annual Appeal).
- IMPORTANT NOTE: If your IRA custodian provided you with an IRA checkbook, please be sure to mail it to us before December 1. This is particularly important, as the IRS has a special rule for IRA gifts made through a personal IRA checkbook: The check must be deposited by the charity by December 31 – not just received by the charity – to count toward RMD requirements for the calendar year.
Gifts that pay you income
Many of the faithful like to make a gift to the Church that provides a tax deduction, pays income for a specified number of years or for life – all while knowing that the gift will make a legacy impact for future generations. The most common of these income-producing gifts include:
- Charitable Remainder Trusts: Qualified trusts established by the donor that produces income for a number of years or lifetime with the proceeds transferring to one or more Church programs or other charitable institutions.
- Charitable Gift Annuities: A simple annuity agreement between a donor and The Roman Catholic Archdiocese of Washington that pays income to the donor and/or spouse for life. Note: The suggested annual payout rates have increased for charitable gift annuities over the last year. Call Joe Gillmer at (301) 853-5375 to learn more or get started!
Gifts in a will
Make a gift to the Church in your will and ensure your values are remembered for future generations of the faithful! If you have included your parish, Catholic School, and/or the Roman Catholic Archdiocese of Washington and ministries in your will, let us know by calling Joe Gillmer at (301) 853-5375 or by emailing [email protected] so we may honor you with induction into the Roman Catholic Archdiocese of Washington’s Ave Maria Legacy Society.
If you are planning to make a gift to the Church in your will, below is sample language to share with your estate planning attorney to be sure your intentions will be made and strengthen the Church for future generations!
Please include the beneficiary ministry, program, parish or school in the blank of the example language below. The most common archdiocesan ministry programs include the “Annual Catholic Services Appeal” (formerly “Annual Appeal” and “Cardinal’s Appeal”), “greatest need” (aka unrestricted), Retired Priests Collection, vocations and seminarians support, Community Food Security Program (Parish and School Food Pantry and Meals programs), Laudato Si’ Action Plan (parish grants for sustainability programs), Life-affirming programs and grants, Catholic Education, Needy Parish Fund, Propagation of the Faith (Missions), Special Needs Ministries, campus ministries, young adult ministries, and youth programs and ministries.
If the beneficiary is a parish, school, or Catholic institution affiliated with The Roman Catholic Archdiocese of Washington, please include both the name and physical address. Examples of Catholic institutions affiliated with the Roman Catholic Archdiocese of Washington include the Consortium of Catholic Academies (CCA), St. Ann’s Center for Children, Youth, and Families, Catholic Youth Organization (CYO), Catholic Charities of the Archdiocese of Washington, Catholic Information Center, and Victory Youth Center.
If your gift is to be 100% of your residuary estate:
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:
I give, bequeath and devise my residuary estate in fee simple absolute to the “Roman Catholic Archbishop of Washington and his successors in office, a corporation sole” (d/b/a The Roman Catholic Archdiocese of Washington), EIN/Tax ID No. 53-0196550, located at 5001 Eastern Avenue, Hyattsville, MD 20782, for the benefit of __________.”
If your gift is to be a percentage of your residuary estate:
“All of the rest, residue and remainder of my property and estate, including any lapsed or disclaimed legacies, of any character, whenever acquired and wherever situated, to which I or my estate may be in any manner entitled at the time of my death, including any property or estate as to which I may have any power of disposition or appointment (all of which is my “residuary estate”), shall be disposed of as follows:
I give, bequeath and devise _____ percent ( ___%) of my residuary estate in fee simple absolute to the “Roman Catholic Archbishop of Washington and his successors in office, a corporation sole” (d/b/a The Roman Catholic Archdiocese of Washington), EIN/Tax ID No. 53-0196550, located at 5001 Eastern Avenue, Hyattsville, MD 20782, for the benefit of __________.”
If your gift is to be a specific amount of cash or securities or specific tangible property:
“I give, bequeath and devise ___________ dollars ($ _______) and/or _______ property and/or ______ shares of my ________ stock to the “Roman Catholic Archbishop of Washington and his successors in office, a corporation sole” (d/b/a The Roman Catholic Archdiocese of Washington), EIN/Tax ID No. 53-0196550, located at 5001 Eastern Avenue, Hyattsville, MD 20782, for the benefit of __________.”
If your gift is real estate property:
“I hereby direct my [executor/executrix/personal representative] to sell my real estate located at [address/city/state], and give the net sales proceeds to the “Roman Catholic Archbishop of Washington and his successors in office, a corporation sole” (d/b/a The Roman Catholic Archdiocese of Washington), EIN/Tax ID No. 53-0196550, located at 5001 Eastern Avenue, Hyattsville, MD 20782, for the benefit of __________.”
Donor Advised Funds
We accept donations from Donor Advised Funds for any ministry program of the Church! For donor advised funds, our name may appear in several different forms:
- “Roman Catholic Archbishop of Washington” – our legal name.
- “Roman Catholic Archdiocese of Washington” – one of our “doing business as.”
- “Archdiocese of Washington, Roman Catholic” – one of our “doing business as.”
- Archdiocese of Washington – our common name.
The Archdiocese of Washington’s tax identification number (EIN) is 53-0196550. When completing your grant recommendation, please match our EIN to your request, as we are often confused with other institutions that use “Archdiocese of Washington” in their names. Please have your provider include your name and what you want your gift to support with the grant check. Please have your provider mail your gift to:
Roman Catholic Archdiocese of Washington
Office of Development
P.O. Box 29260
Washington, DC 20017-0260
NEW! We have a tool to search for your donor advised fund that may make it easier for you to complete your grant recommendation. Give it a try!
If you have questions about making a gift from your donor advised fund, please contact Joe Gillmer at (301) 853-5375 or [email protected].
Cryptocurrency
NEW! If you are looking for ways to minimize taxes on your crypto investments and help the mission and ministries of the Church, consider making gifts of cryptocurrency.
The Internal Revenue Service (IRS) treats cryptocurrency as property. Therefore, if you have bought and held cryptocurrency for more than one year before donating, your gift could be eligible for an itemized charitable deduction for the fair market value of the cryptocurrency at the time of contribution. Further, if you are donating appreciated cryptocurrency, you may avoid capital gains taxes on the cryptocurrency you donate.
The Archdiocese of Washington has partnered with the cryptocurrency donation platform Engiven to make it easy for you to instantly donate nearly 100 types of cryptocurrencies and to support a wide variety of ministries. We provide IRS 8282/8283 forms and appraisals at no cost to you. To learn more about using Crypto to give and the security protocols The Roman Catholic Archdiocese of Washington and Engiven have in place, click on the FAQ button below.
Combined Federal Campaign (CFC)
Members of the Federal community can now support the Church of Washington (#71625) through the Combined Federal Campaign (CFC)! Employees of the Federal government, active duty military, United States Postal Service, Federal government retirees, and Federal government contractors are all able to give through the CFC program! To give to the Church through CFC, please visit https://cfcgiving.opm.gov/welcome and search for “Archdiocese of Washington, Roman Catholic” or enter #71625. You may also search for us by our EIN: 53-0196550.
Employer Matching Gifts
Did you know that tens of thousands of companies offer to match charitable gifts their employees make each year? If your company has a matching gift program, you may be able to enhance or even DOUBLE the impact of your gift to the Church! Below is a search tool to check to see if your company matches charitable gifts. If you do not see your company in the search, contact your Human Resources department and inquire about matching gifts.
Matching Gift and Volunteer Grant information provided by Double the Donation.