Make a Gift of Stock to Lutheran Family Services
A gift of appreciated securities can be a meaningful way to support Lutheran Family Services while potentially providing tax advantages. Your stock gift helps us continue providing compassionate care, family support, behavioral health services, and assistance to refugees and immigrants in our communities.
How Do I Make a Stock Gift?
Making a gift of stock is simple:
- Notify Lutheran Family Services of your intended stock gift. This helps ensure your gift is processed efficiently and directed according to your wishes. Here’s information you’ll need to provide: Your contact Information (Name, Address, Email, Phone Number and Street Address) Broker Contact Name, Broker Organization, Broker Email, Stocks/Security Name, Stock Symbol/Ticker, Approximate Number of Shares or Dollar Value
- Contact your broker. Request that your securities be transferred electronically to the Lutheran Family Services brokerage account.
- Transfer your shares. Your broker will initiate the transfer, and the securities will be delivered to the Lutheran Family Services brokerage account.
- Gift acknowledgment. Once your stock gift has been received and processed, you will receive an acknowledgment and receipt for your records.
Questions?
Development Team
For stock transfer instructions or assistance with making a gift of securities, please contact the Lutheran Family Services Development Team.
Phone: 531-444-3556
Email: [email protected]
Ready to Give Stock?
Start by notifying our team of your intended gift so we can guide you through the transfer process and ensure your gift is directed according to your wishes.