MAKE A STOCK TRANSFER
Saint Luke’s Parish Stock Transfer Instructions
- Please contact the Finance Office to let them know the ticker symbol, number of shares and expected transfer date.
- Are you aware of the tax advantages of donating appreciated securities? The full value of your donated stock is tax-deductible, while you also avoid all capital gains taxes on the transaction.
- The value of the donation is calculated by averaging the low and high prices of the stock on the day that it is transferred to the church.
- All securities gifts must be received in Saint Luke’s Fidelity account by December 31 in order to qualify for a tax deduction in that calendar year. If you have any questions or concerns, please contact the Finance Office at 203-655-1456.
DTC #0226 — National Financial Services Corporation
St. Luke’s Parish — Account #X57-182770
Connecticut Tax Registration #6581983-000
Federal Tax ID #06-0662180