Make a gift of stock or bond certificates you hold

1.  In one envelope, enclose the following items:

  • Unsigned stock or bond certificate
  • A cover letter that includes
    • listing of the certificate(s) you are sending
    • your name, address, and phone number
    • a statement that you are making a gift of the certificate(s)
    • the purpose or designation of your gift

2.  In a second envelope, enclose the following items:

  • One blank stock or bond power form (.pdf) for each company whose stock or bonds you are transferring. Only the signature line should be filled in, with the signature(s) exactly matching the name(s) that appear on the face of the certificates. An officer of a commercial bank (member FDIC) must Signature Guarantee the owner’s signature or owners’ signatures on the stock power form.
  • One Charles Schwab third-party release form (.pdf) for each company whose stock or bonds you are giving. Only the signature lines and “print name” lines should be filled in, with the signature(s) exactly matching the names(s) that appear on the face of the certificates. A notary must notarize the owner(s) signature(s) on the release form.

3.  Mail both of these envelopes to:

                Peggy Lensing, controller
                Luther College
                700 College Drive
                Decorah, Iowa  52101