Gifts of Stock

What can a gift of stock be applied to?

Gifts of stock can be donated to the Bethesda Lutheran Home Foundation, Bethesda Lutheran Homes and Services, Inc.

What are the benefits of giving stock?

With a gift of stock you can:

• Receive a charitable deduction for your gift
• Receive a lifetime income from your gift
• Possibly avoid all of the capital gains taxes associated with your stock

How do I make a gift of stock?

You can make your gift of stock electronically or with a certificate. Either way, please be sure to inform us and your broker (if applicable) of your gift either through a letter of intent or by submitting the following information via email. [Download letter format]

• Your name and the name of your spouse (if stock is held jointly)
• Your complete address
• The name(s) and specific number of shares of securities you wish to give to Bethesda
• Who you want to receive your gift - Bethesda Lutheran Homes and Services, Inc. or the Bethesda Lutheran Home Foundation, Inc.

How to make a gift of stock electronically

Provide your broker with the following information to complete an electronic transfer of stock:

• Brokerage Firm: Dain Rauscher Incorporated, 10 E. Doty Street Suite 1000, P.O. Box 1608, Madison WI 53701-1608, 1.800.999.4512
• DTC Number: #235 (Dain Rauscher Incorporated)
• Account Name: Bethesda Lutheran Homes and Services, Inc.
• Tax ID #:
  • Gifts to Bethesda Lutheran Homes and Services, Inc. - 39-0806446
  • Gifts to Bethesda Lutheran Home Foundation, Inc. - 39-1336413
• Account Number: #1101-3597-9171

How to make a gift of stock when you have the certificate

If you have stock certificates in your possession, sign a stock power form for each certificate you hold. Please do not sign the back of the stock certificate. [Download a Stock Power form]

Mail the stock power form and your unendorsed certificate(s) in separate envelopes by registered mail to:

Bethesda Lutheran Homes and Services, Inc.
Development Department
600 Hoffmann Drive
Watertown, WI 53094

Who can I contact about giving a gift of stock?

For questions and/or assistance, please contact one of our development representatives. You can also request printed materials online.