Stocks and Other Securities

If you are making a gift through stocks or securities, use the following procedures to complete the gift.

If the certificate(s) are held by you:
  • Send your certificate(s) by certified mail or by overnight carrier, without any endorsement, assignment or other notations to Trinity Lutheran Seminary.
  • Enclose a letter stating the purpose of the gift.
  • In a separate envelope, using the same carrier as employed with the certificate(s), send a stock/bond power endorsed in blank; that is, filling in only your signature but no other information. Your name should appear exactly as it does on the face of the certificate(s). If possible, include a copy of the letter you sent with your certificate(s).

If the securities are held by a bank or broker:
  • You can authorize your bank or broker, in writing, that you wish to make a gift/transfer of (number of) shares of (name of security) to be designated to Trinity Lutheran Seminary for the purpose of ________.
  • Provide your bank or broker with Trinity’s electronic transfer instructions, which can be mailed to you by calling (614) 384-4658.
Please send a copy of your authorization letter to:

Office of Development
Trinity Lutheran Seminary
2199 East Main Street
Columbus, Ohio 43209

Charitable Gift Annuity

A Charitable Gift Annuity can be made with cash or securities, i.e., stocks, bonds, mutual funds. The benefit of making a charitable contribution to Trinity Lutheran Seminary through a gift annuity is that you will receive supplemental income through annual payments for the duration of your life. You will also receive immediate tax benefits from your gift while your original contribution remains safely invested in the ELCA Foundation. There are three basic types of gift annuities: Immediate, Deferred and Flexible Deferred.

Life Insurance

Anyone can make a significant planned gift to Trinity Lutheran Seminary without committing to major payments. A life insurance policy gift is a wise choice for those who feel compelled to support Trinity’s mission but do not currently have major assets to give. There are a number of ways to make a planned gift through a life insurance policy. This could be as simple as naming Trinity as a beneficiary in an existing policy. Alternatively, you could take out a new policy in Trinity’s name and continue to pay the premiums while enjoying immediate tax benefits.

Retirement Account

For many people their retirement account is their greatest source of personal wealth. That is why many of our donors choose to make their charitable gift to Trinity through their retirement account or pension. Naming Trinity Lutheran Seminary as a beneficiary of your retirement account is as simple as filling out a separate beneficiary designation form, or directing your IRA custodian to designate the desired amount to Trinity.

Real Estate

Through a life estate arrangement, you can make a gift of a personal residence or farm while retaining the security of knowing you may live there as long as you wish. You can enjoy the satisfaction of giving as well as significant tax benefits during your lifetime. With this type of arrangement, you continue to maintain the property and pay taxes, but you also keep any income your property generates.

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