Would you like a tax-free way to give a charitable contribution to St. Luke's? Consider gifting shares of stock, bonds, or mutual funds. If you transfer the shares, you will generate a tax deduction for yourself and avoid paying taxes on any appreciation of your securities. The church has established a Charitable Giving Fund account at the local A.G. Edwards office in Colorado Springs.

Gifts to the St. Luke's Charitable Giving Fund may be made by check, electronic funds transfer or through stock or mutual fund transfer. Also, if you or your spouse works for a matching gift company, you can apply for them to match your gift (check with your Human Resources Department for your company policy).

Donations made to St. Luke's Charitable Giving Fund qualify for a tax deduction, provided that the donor does not receive any goods or services in exchange for his/her donation.

If you have any questions, please call the church office at 598-4397.

(Note: "St. Luke's Lutheran Church advises you to seek your own legal and tax advice in connection with gift and estate planning matters. St. Luke's Lutheran Church does not provide legal or tax advice. The information provided on this website is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties.")

St. Luke's Lutheran Church is a tax-exempt organization incorporated under the laws of the State of Colorado. Its Federal Tax Identification Number is 84-0816142.

Gifts of Appreciated Stock and Mutual Funds

To give stocks or bonds to St. Luke's Lutheran Church:
If the stock or bond is held by your broker, your banker, or the securities transfer agent:
 1. Notify your agent that you wish to give a specified number of shares to the St. Luke's Lutheran Church Charitable Giving Fund
 2. Ask him/her to advise the St. Luke's Church Office at 5265 N Union Blvd, Colo Spgs CO 80903
 3. Securities may be transferred to the St. Luke's Charitable Giving Fund account held at A.G .Edwards.
  a. The A.G. Edwards account number is 085-4173-3412.
  b. The DTC Clearing number at AG Edwards is 0201.
  c. The tax identification number for the St. Luke's Lutheran Church Charitable Giving Fund is 84-0816142.

If you hold stock and it is in your name, you should:
 1. Mail the unendorsed certificate by registered mail to St. Luke's Lutheran Church, 5265 N. Union Blvd, Colorado Springs, CO 80918.
 2. Sign a stock power and have your signature guaranteed by your broker or banker. Please do not complete the remainder of the "power" form. Under separate cover, mail the stock power to the church office. Most importantly, please complete this procedure by calling or writing the church office to notify us of your intentions and to confirm your instructions. Also, please provide us with a copy of your letter to the broker, banker or transfer agent.

To give mutual funds to St. Luke's Lutheran Church:
 You must submit a letter (signature(s) guaranteed) to the institution holding the shares requesting the transfer from your account. The letter should include:
  1. Your account number
  2. The number of shares to be transferred
  3. The A. G. Edwards account number (085-4173-3412)
  4. The A.G. Edwards DTC number (0201)
  5. The name of the St. Luke's account (St. Luke's Lutheran Church Charitable Giving Fund)
 It is recommended that you:
  1. Include your telephone number in case we must contact you
  2. Forward a copy of your letter to the church office so that we are aware that a gift is coming

Our broker's name at A.G. Edwards is Christopher Clark and his telephone numbers are 719-471-2550 or 1-800-544-2550. If you have any questions or need further assistance regarding transfer instructions, please contact him.

Double your support with your Employer's Matching Gift:
If your employer has a matching gift program, obtain a matching gift form from your human resource or finance office. Follow your employer's procedures for completing the form and return it to church office along with your contribution. The church office will then apply for a matching gift. Please note - pledges do not qualify