Stock or Bond Certificates Held by You

Make a gift of stock or bond certificates held by you, the donor

First, do not sign the stock or bond certificate(s).

Second, in one envelope, enclose the following items:

  • Unsigned¬†stock or bond certificate(s)
  • A cover letter that includes:
    • A 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 (e.g. Annual Fund or a restricted fund)

Third, 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 giving. Only the signature line should be filled in, with the signature(s)¬†exactly matching¬†the name(s) that appear on the face of the certificate(s). An officer of a commercial bank (member FDIC) must¬†signature guarantee¬†the owner’s (or owners’) signature(s) on the stock power form.
  • One¬†Charles Schwab third-party release form¬†(pdf, updated December 2015) 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 name(s) that appear on the face of the certificate(s). A notary¬†must notarize¬†the owner’s (or owners’) signature(s) on the release form.

And, finally, mail both of these envelopes to:

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

Contact Information

Development Office
Loyalty Hall
Luther College
700 College Drive
Decorah, Iowa 52101

Send Email

Phone: 563-387-1862
Fax: 563-387-1322

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