Stock or Bond Certificates Held by You

Make a gift of stock or bond certificates held by you, the donor

First, do not sign the stock or bond certificate(s).

Second, in one envelope, enclose the following items:

• Unsigned stock or bond certificate(s)
• A cover letter that includes:
  • A listing of the certificate(s) you are sending
  • Your name, address, and phone number
  • A statement that you are making a gift of the certificate(s)
  • The purpose or designation of your gift (e.g. Annual Fund or a restricted fund)

Third, in a second envelope, enclose the following items:

• One blank stock or bond power form (pdf) for each company whose stock or bonds you are giving. Only the signature line should be filled in, with the signature(s) exactly matching the name(s) that appear on the face of the certificate(s). An officer of a commercial bank (member FDIC) must signature guarantee the owner’s (or owners’) signature(s) on the stock power form.
• One Charles Schwab third-party release form (pdf, updated December 2015) for each company whose stock or bonds you are giving. Only the signature lines and “print name” lines should be filled in, with the signature(s) exactly matching the name(s) that appear on the face of the certificate(s). A notary must notarize the owner’s (or owners’) signature(s) on the release form.

And, finally, mail both of these envelopes to:

Peggy Lensing, Controller
Luther College
700 College Drive
Decorah, Iowa 52101