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