Giving Securities
There are significant tax benefits to giving a gift of stock to
Luther Seminary. In order to complete an electronic transfer of
stock, instruct your broker to transfer the stock to Luther
Seminary’s account at:
Charles Schwab & Co., Inc.
Attn: Transfer of Accounts
101 Montgomery Street
San Francisco, CA 94104
This type of electronic transfer is done via the Depository Trust
Company (DTC) system. The transfer instructions are as follows:
DTC Number: 0164
Custodian Account Number: 5771-3659
When you transfer securities through the DTC system, please send
an email copy of your instructions to John Kilbride, Director of
Major and Planned Gifts, at
jkilbride001@luthersem.edu or 651-523-1628 (or 888-358-8437). He
will notify Charles Schwab of the pending transaction. If you have
questions, please contact John Kilbride at the contact information
above.
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