{"id":46,"date":"2019-07-01T04:10:00","date_gmt":"2019-07-01T04:10:00","guid":{"rendered":"https:\/\/www.luthersem.edu\/giving\/?page_id=46"},"modified":"2025-07-01T17:57:53","modified_gmt":"2025-07-01T17:57:53","slug":"give-mutual-funds-or-stocks","status":"publish","type":"page","link":"https:\/\/www.luthersem.edu\/giving\/ways-to-give\/give-mutual-funds-or-stocks\/","title":{"rendered":"Give Mutual Funds or Stocks"},"content":{"rendered":"<p>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.<\/p>\n<p>In order to complete an electronic transfer of stock, instruct your broker to transfer the stock to Luther Seminary&#8217;s account at:<\/p>\n<p><em>Charles Schwab &amp; Co., Inc.<br \/>\nAttn: Transfer of Accounts<br \/>\n101 Montgomery Street<br \/>\nSan Francisco, CA 94104<\/em><\/p>\n<p>This type of electronic transfer is done via the Depository Trust Company (DTC) system. The transfer instructions are as follows:<\/p>\n<p><strong><em>DTC Number:<\/em><\/strong><em>\u00a00164<br \/>\n<strong>Custodian Account Number:<\/strong>\u00a05771-3659<\/em><\/p>\n<p>We encourage you to let us know when you plan to donate securities so that we can anticipate their arrival and also make sure they get credited to the correct donor (sometimes transfers come through with no donor listed). To contact us, please email Dan Lantz, Director of Advancement Services, at dlantz001@luthersem.edu, or reach him by phone at 651-641-3530.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;s account at: Charles Schwab &amp; Co., Inc. Attn: Transfer of [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":39,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"class_list":{"0":"post-46","1":"page","2":"type-page","3":"status-publish","5":"entry"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Give Mutual Funds or Stocks - Luther Seminary<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.luthersem.edu\/giving\/ways-to-give\/give-mutual-funds-or-stocks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Give Mutual Funds or Stocks - Luther Seminary\" \/>\n<meta property=\"og:description\" content=\"Donating through appreciated stocks, bonds or mutual funds is quick and simple. 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