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Giving Stock or Securities

Giving securities or stock to the seminary offers you an avenue to invest in theological education while realizing significant capital gains tax savings. The value of your gift will be assigned by the seminary based on the average of the high and low prices of the security on the date of transfer.

Gifts of stock or securities may be transferred in three ways:

Through Your Broker/Agent Your broker or agent may setup a gift account for the Lutheran School of Theology at Chicago, into which she/he may transfer your gift of stock. The seminary will then ask the broker to sell the stock on its behalf.

Transfer of the Certificate(s) Gifts of stock may be made through reissue of the stock certificate and sent to the Lutheran School of Theology at Chicago.

Electronic Transfer Securities may be transferred electronically to the seminary's account.

For further information, please contact Bernadine Gibson at (773) 256-0710 or Mark Van Scharrel, Vice President for Advancement, Lutheran School of Theology at Chicago, 1100 E. 55th Street, Chicago, Illinois 60615, (773) 256-0676.

 

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