Gifts of Stock

Getting and giving the most from your assets.

Gifting stock is a simple and powerful way to support the life changing work that LCFS does every day. It also can offer you a number of financial benefits:

  • You can easily donate appreciated stocks, bonds, or mutual funds
  • The total value of the stock upon transfer is tax-deductible
  • There is no obligation to pay any capital gains taxes on the appreciation

 

Note: Individual situations vary so donors should consult their advisors.

How to Donate Stock or Securities

If a gift of stock is a good fit for you, and you wish to transfer appreciated stocks to LCFS, please give your broker the information below.

Electronic transfer stock to:

  • Receiving Firm: Reliance Trust Company (WI)
  • Receiving Acct: Old National Bank FFC account at Lutheran Child & Family Services
  • DTC #5409
  • Receiving Acct #63-0347-01-1

 

LCFS’ Tax ID is 36-2167778

For more information, please contact Vice President and Chief Development Officer Cheryl Wendt at Cheryl_Wendt@lcfs.org or (708) 907-1061.