Stock Transfer Procedures

Thank you very much for your desire to support SpiriTrust Lutheran® with a gift of appreciated securities. Please note that to realize tax benefits you must have held the security for one year plus one day or longer.

To make an outright gift of publicly traded stock:

Contact Barb Kunkel at 717.854.4232 or [email protected] or your gift officer to inform us that you are making a gift.

Please provide the following information:

  • Name of your brokerage firm or investment company
  • Name and number of shares of the stock
  • Gift designation

Contact your broker with the details of the stock you wish to transfer along with the following information for our trusted banking professional:

BNY Mellon Wealth Management
c/o James R. Hepfer | 717.221.3036 | [email protected]
Mellon Bank DTC #8275
SpiriTrust Lutheran Tax ID #23-1476329 | Account #10177895BN 0 /SPIRITRUST LUTHERAN-IMA

If your gift is restricted for a purpose other than general support, please contact us for relevant account information.

Please contact us for additional assistance, if you wish to:

  • Give stock certificates by mail or in person
  • Contribute mutual fund shares or private stock
  • Give stock to fund a life-income gift