Stock Gifts
Gifting appreciated stock to the congregation is another great way to share resources, while also taking advantage of tax savings. You can fulfill your regular pledge or make a special gift via shares of stocks. There are many ways to give, but one spirit of gratitude and generosity. By our giving we give life to new Possibilities.
Types of Gifts
- Outright donations
- CD assignments
- Last will & testaments
- Life insurance assignments
- Charitable gift annuities
In the Form Of
- Cash
- Stocks
- Mutual funds
- Other securities
Give More & Save More
Donating appreciated securities maximizes your giving by:
- Avoiding capital gain taxes
- Increasing your tax deductions
How to Donate Securities
1
Send letter of instruction to your broker indicating that you want to transfer stock or mutual funds from your brokerage account to LCGS. The transfer account information for LCGS’ account is:
2
Name: The Evangelical Lutheran Church of the Good Shepherd
TIN# 51-0120388
Fidelity Investments Acct# Z50450162
DTC# 0226
3
Let the church account administrator, Karlis Ulmanis, know that you are transferring xx shares of zzzz stock or mutual fund to the church.Karlis’ contact information is: