Donate Stock
Donating Appreciated Securities
Lutheran SeniorLife Foundation accepts gifts of marketable securities such as stocks, bonds and mutual funds. The value of a gift of securities will be the average of the high and low prices on the date the gift is made. Common methods to transfer a security include: hand delivering or mailing the certificates to Lutheran SeniorLife Foundation, and electronic delivery through your broker. To make a gift of stock, please use the following instructions.
Methods of Delivery
Choose the Lutheran SeniorLife Foundation brokerage account open for accepting electronic transfers, or choose the mail delivery option:
Securities Delivered Electronically
Contact your broker in writing to initiate the DTC transfer by sending a letter of instructions, and transfer your stock to the Lutheran SeniorLife Foundation account through TD Ameritrade:
TD Ameritrade
DTC Number 0188
FBO Lutheran SeniorLife Foundation (Tax ID No. 25-1705233)
Account Number: 908-148440
Securities Delivered by Mail
Mail your unendorsed certificate(s) with letter of authorization and stock power, in separate envelopes, by registered US Mail, to:
Lutheran SeniorLife Foundation
401 S. Main Street
Zelienople, PA 16063
Do you need a Stock Power Form? Click Here.
Do you need a Stock Authorization Letter? Click Here.
Gift Notification Letter
Regardless of the method chosen to make a gift of stock, you or your broker must provide the following information, for proper acknowledgement:
* Donor's name and complete address
* Name and number of securities transferred
* Date of the transfer
* Lutheran SeniorLife program or facility to which gift should be directed, if any.
Use the sample gift notification letter to mail, send an e-mail or fax this information to:
Lutheran SeniorLife Foundation
Attn: Daniel R. Meyer
401 S. Main Street
Zelienople, PA 16063
E-mail: dmeyer@lutheranseniorlife.org
Phone: 724-453-6014
Fax: 724-452-3663
If you have any further questions, please call Daniel R. Meyer at 724-453-6014. |
