Instructions for Stock

This section highlights how to give stock to the EFCA or EFCA Foundation.

To transfer stock through electronic transfer

A. Inform your broker that you would like stock sent to the Evangelical Free Church of America via DTC transfer.

Clearing Firm Name: Charles Schwab & Co. Inc.
DTC#: 0164, Code 40
Account Name: Evangelical Free Church of America 
Account Number: 91140796
Service Agent: Ms. Samantha Golden
Broker Toll Free #: (877) 296-7110
Email: samantha.golden@syntrinsic.com

B. Send a letter of gift designation specifying (1) the type of stock, (2) symbol (if known), (3) number of shares or approximate value and (4) the charitable purpose of the gift (e.g. name of missionary or ministry fund you are supporting, EFCA Foundation Charitable Gift Annuity).

Ms. Lisa Theurer, director of Advancement Services
EFCA
901 E 78th Street
Minneapolis, MN 55420-1300
donorserv@efca.org

If you possess the actual stock certificate

A. Please send the certificate, a signed Stock Power, and a signed Third Party Release form (in separate envelopes for your protection) to:

Ms. Lisa Theurer, director of Advancement Services
EFCA
901 East 78th Street
Minneapolis, MN 55420-1300

B. Include a letter of gift designation to Lisa Theurer, specifying purpose of gift. (e.g. name of missionary or ministry fund you are supporting, EFCA Foundation Charitable Gift Annuity).

Resources

• Tax Deduction Information (Adobe PDF)
• Stock Power
• Third Party Release

Questions?

General: Please call Lisa Theurer at (800) 745-2202, ext. 434.

EFCA Foundation: Please call Lanny Harris at (800) 745-2202, ext 417.