Mutual Funds, Dividend Reinvestment Plans, or Forms of Securities
Due to the variation in transfer procedures that different companies have for donations of other forms of securities, such as mutual funds and dividend reinvestment plans, please contact Peggy Lensing, controller, or Amber Kuennen, accountant and risk manager. During business hours, please call 1-800-258-8437 ext. 1015.
You may also contact Kelly Sorenson, assistant director of legacy and gift planning, if you are considering a donation of real estate to Luther.
Please Note: If the securities you wish to donate to Luther are not currently worth more than your cost basis, please check with the Development Office before transferring the securities. In some cases it may be more advantageous for you to sell the securities and donate the proceeds to Luther.