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Give Mutual Funds or Stocks

Gift planning is flexible and simple. It can help you meet both your philanthropic and financial goals. Whatever your stage in life, your spiritual circumstances and your charitable goals, you can make a gift that benefits:

  • You and your loved ones
  • Luther Seminary
  • Future church leaders

Explore the features and tax benefits that fit your individual needs and appeal most to you.

Gifts of assets can be made as:

An outright gift

Maximize your charitable deduction and provide funds for future leaders of the church immediately.
Make a gift today

An income-producing gift

Charitable gift annuity
Support Luther Seminary while providing fixed income for life. CGAs can support up to two beneficiaries. They can also provide significant tax benefits.
Learn more

Charitable remainder trusts
Meet multiple goals with this type of life-income gift. Various and flexible funding options are available.
Learn more

An estate gift

Support Luther Seminary's mission and retain control of your assets during your lifetime. Create a legacy that reflects your values by making a bequest.
Learn more

Beneficiary designations
Name Luther Seminary as a beneficiary of your IRA, 401(k) and other qualified plans through this tax-efficient gift.
Learn more

Life insurance beneficiary designation
Name Luther Seminary as a beneficiary of your life insurance policy and save on estate taxes.

You can also give a gift of life insurance as an outright gift. Contact Susan Dunlop at  or 651-523-1751 to learn more.

A gift of real estate

Through a gift of residential, commercial or undeveloped real estate, you will save on taxes and reduce responsibilities associated with property ownership while supporting Luther Seminary's mission.

Learn more about the benefits of outright real estate gifts. Contact Susan Dunlop at or call her at 651-523-1751 today.

A gift of securities (stocks, bonds, mutual funds)

Donating through appreciated stocks, bonds or mutual funds is quick and simple. 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 email a copy of your instructions to Dan Sassenberg, Director of Advancement Services, 651-641-3530, who will notify Charles Schwab of the pending transaction.

If you have questions, please contact Dan Sassenberg at or call 651-641-3530 or toll-free 888-358-8437.

Other gift options

Charitable lead trusts
This allows you to make gifts today and pass them onto family later.
Learn more

Retained life estates
Gift your house to Luther Seminary and continue to live there rent-free.
Learn more

Start today

Contact Susan Dunlop at or 888-358-8437 to:

  • Get further information
  • Obtain a free, confidential, no-obligation proposal

Kelly Chatman and Alissa Kretzmann, M.Div.

Kelly Chatman and Alissa Kretzmann, M.Div.

By Kelly O’Hara Dyer, Correspondent

For Rev. Kelly Chatman, senior pastor at Redeemer Lutheran ...

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