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 Communities, 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 Communities, 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 Communities, Inc.
• Tax ID #:
  • Gifts to Bethesda Lutheran Communities, 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 Communities, 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.