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