Donate Stocks or Mutual Funds

Donate Stocks or Mutual Funds

Donating securities to Lutheran World Relief offers valuable financial and tax benefits.

  • Deduct the entire value of the securities as a charitable donation.
  • And avoid paying capital gains tax on any increased value of the securities.

LWR can easily receive securities which are already in the Depository Trust Company (DTC) system.

Transfer Stock

Please notify Lutheran World Relief when you are prepared to make your gift. This will allow us to properly record your gift and send you a thank-you letter, as the transfer notice we receive lists only the name of the stock. Fill out the form below, or call our Donor Relations Associate at 410.230.2897.

Electronic Delivery Instructions via DTC

M&T Bank
DTC #0990
Lutheran World Relief, Inc.
Account #1010120
Attn: Barbara O’Brien

Your Name*

Your Address*

Your City*

State*

Zip*

Your Email*

Type of Stock*

Name of Broker*

Other Comments

Transfer Mutual Fund Shares

This process differs from that of a stock gift.

We recommend that you, your broker, or your financial advisor work directly with LWR’s custodian to help facilitate the gift. Please contact:

Barbara O’Brien
Assistant Vice President
Wilmington Trust a Division of M & T Bank
1800 Washington Boulevard
Baltimore, MD 21230
410-545-2786
410-545-2762 (fax)
bobrien@wilmingtontrust.com