Bethel Lutheran Church Stock Donation Procedures
There are two ways to donate stock.
You Have the Stock Certificate
If you hold the share certificate, process the donation by:
- Signing the back of the certificate and designating Bethel Lutheran Church or Bethel Lutheran School as the new owner. Bethel's "Identifying Number" or Tax-ID Number is 94-1528841. Bethel's address is 10181 Finch Avenue, Cupertino, CA 95014.
- Writing a "Letter of Gifting" to accompany the stock certificates. Include the date, your intent to donate "x": shares of ABC stock to Bethel, and that it is a gift.
- The letter and stock certificate may be delivered to Bethel's offices, or sent directly to our brokerage account at the following address with Bethel's account number 5LA-031508:
Thrivent Investment Management
Attn: Securities Brokerage Services
4321 N. Ballard Road
Appleton, WI 54919
The Stock is Held by Your Broker
If the stock is in a brokerage account, the stock may be transferred electronically to Bethel's account by:
- Authorizing the holding brokerage to transfer the shares to Bethel through a wire transfer under the following name: Pershing Financial Services (for Thrivent Capital Management Services) Clearing Number (or DTC #): 0443 Account number 5LA-031508 for Bethel Lutheran Church in Cupertino, California
- Writing a "Letter of Gifting". This would include the date, your intent to donate "x" shares of "ABC" stock to Bethel, and that it is a gift.
- This letter should be sent to Bethel.
Please notify Bethel of any stock donations made through wire transfers. We are not notified automatically when stock is transferred into our account, and our statements will not indicate donors' names. We would like to acknowledge your donation and will be unable to do so unless you notify us.
If you have any further questions, please call Joan Christensen at Bethel at (408) 252-8500, or Thrivent Investment Management at (800) 847-4836.
