STOCK TRANSACTION
Procedures for Making a Stock Transaction
If you are considering making a gift of stock to St. Luke’s Lutheran Church, please contact Jeanette Kihs at jkihs@stlukes-elca.org or 608-831-6084 to inform her of pending stock transaction. You should provide your name, name of stock or mutual fund, and approximate date of transfer. Please have your stockbroker/financial institution email Sunita Jefferson from American Global Wealth at: Sunita@AmericanGlobalWealth.com to let them know of pending stock transfer.
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Your stock broker or bank can make this transaction directly.
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The DTC # for the St. Luke’s stockbroker is 0279
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The Account number is 74844903.
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Fed Tax ID# is 39-0928316
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St. Luke’s stockbroker will sell stock immediately upon receipt, and St. Luke’s will email confirmation and the total of the stock proceeds to the seller.
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St. Luke’s accountant will include this transaction on the seller’s giving statement.
IRA DISTRIBUTION
Thinking of making a required minimum distribution from your IRA as a qualifying charitable donation to St. Luke’s? This can be a great way to make donations or fulfil pledges. Here are the steps to make this happen:
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Contact your tax advisor/financial advisor to determine if a donation thru your IRA is right for you.
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To initiate the donation, contact your IRA Custodian and tell them that you would like to make a qualifying donation to St. Luke’s.
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Provide them with St. Luke’s address: 7337 Hubbard Avenue, Middleton WI 53562 and St. Luke’s Federal Tax ID # 39-0928316.
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Your IRA Custodian will send a check directly to us made out to St. Luke’s Lutheran Church, please make sure they include your name on the check stub or letter.
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St. Luke’s will send you a confirmation letter to keep for your tax records.