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STOCK

In order to give publicly traded securities to the church there are two steps; 1) you need to instruct your broker to transfer the stock to the Presbyterian Foundation and 2) you need to instruct the Presbyterian Foundation to give the proceeds to St. Luke’s Presbyterian Church.

 

1) Instructions to your broker:

If giving common stock, you should instruct your broker that you “wish to make an irrevocable gift to the Presbyterian Foundation, 200 East Twelfth Street, Jeffersonville, IN 47130 of the following securities: (list securities and # of shares).”  Your broker will also need the following DTC information:

 

DTC #2803

U.S. Bank

For credit to Presbyterian Church (U.S.A.) Foundation

Account Number 001050989716

 

2) Instructions to the Presbyterian Foundation:

Download and complete this form to instruct the Presbyterian Foundation what to do with the stocks once they are received.  https://www.presbyterianfoundation.org/wp-content/uploads/2021/08/donation-form-08.21-fillable.pdf

 

Complete the form as follows:

-Section 1: your personal info

-Section 2: select “Make A Direct Gift To” and list “St. Luke’s Presbyterian Church, 1255 Knox McRae Dr. Titusville, FL 32780”

-Section 3: select “Publicly Traded Securities” and list them

 

Email the form to Robert Hay (our Ministry Relations Officer from the Presbyterian Foundation) at robert.hay@presbyterianfoundation.org  and to the Administrative Services department of the Presbyterian Foundation at adminservices@presbyterianfoundation.org

 

If you wish to give mutual funds or bonds, please contact Robert Hay directly for different instructions. 

 

FROM YOUR IRA

If you are over 70 1/2 years old, you can make a Qualified Charitable Distribution (QCD) directly from your IRA or Roth IRA to the church.  In order for it to qualify as a QCD the payment must be made directly from your IRA custodian to the church.  Some of the benefits of giving through a QCD include that the QCD counts towards your Required Minimum Distribution and the QCD amount does not count as income to you.  In order to give a QCD, you should instruct your IRA custodian to make a QCD directly to the church.  You will need to provide your IRA custodian with the church address, phone number, and Tax ID listed below:

 

St Luke’s Presbyterian Church

1255 Knox McRae Drive

Titusville, FL 32780

321-269-3260

Tax ID: 59-1200141