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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 Yoder at jyoder@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. Your stockbroker or bank can make this transaction directly.​

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  • The DTC # for the St. Luke’s stockbroker is  0226

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  • The Account Information is: 

    • National Financial Services​

    • Account #0gp-044725

    • Registration: St. Luke's Lutheran Church

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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.

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