gifts of stock
Green Lake Lutheran Ministries gladly accepts gifts of stock. Giving stock held for more than 12 months offers two-fold tax savings. First, you avoid paying capital gains tax on the increase in value of your stock. In addition, you receive a tax deduction for the full fair market value of the stock on the date of the gift. The stock will be sold and a check will be sent to GLLM! Contact your financial advisor for most current standards and to make your gift today!
We partner with the Cetera Investment Services to facilitate transfers. You will need to give the following information to your broker.
It is essential that you notify GLLM when you have made a request to your broker, so we can ensure proper recognition and application of your gift. Please fill out the form below to do so!
Please contact Kirsten Palan, Associate Director of Development, at [email protected] or 320-796-2181 with questions!
We partner with the Cetera Investment Services to facilitate transfers. You will need to give the following information to your broker.
- Firm: Cetera Investment Services
- Delivery: DTC# 0701
- For benefit of: Green Lake Lutheran Ministries
- Account: 2AF00385
- EIN Number: 41-0726172
It is essential that you notify GLLM when you have made a request to your broker, so we can ensure proper recognition and application of your gift. Please fill out the form below to do so!
Please contact Kirsten Palan, Associate Director of Development, at [email protected] or 320-796-2181 with questions!