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Give Mutual Funds or Stocks

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 dsassenberg001@luthersem.edu or call 651-641-3530 or toll-free 888-358-8437.

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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