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 e-mail a copy of your instructions to John Kilbride, director of major and planned gifts.He will notify Charles Schwab of the pending transaction.

If you have questions, please contact John Kilbride at jkilbride001@luthersem.edu or call 651-523-1628 or toll-free 888-358-8437.