DTC Eligible Securities

There are some securities that are DTC eligible. That is, those securities that can be wire transferred between brokers. Upon the Rock Campaign is one of those financial resources which can benefit from this type of security.

You will need the following information:
#0226
National Financial Services, Inc. LLC FBO
Account # 026-639222
Account Name: Messiah Lutheran Church—Upon This Rock Campaign

For other gifts, but NOT the Endowment Fund:
#0226
National Financial Services, Inc. LLC FBO
Account # 026-638676
Account Name: Messiah Lutheran Church-General Account

The date and value of your gift will appear on the brokerage statement the church receives. You will be advised by a letter from the Business Manager of the official date and value of your gift to establish proof you need for the I.R.S. and your tax deduction. In addition, your gift will be included and acknowledged in your giving report both quarterly and at the end of the year.

If you have any questions, please feel free to contact Nathan Carlson, Business Manager, 881-2192.

*It should be noted that transfer of United States Savings Bonds, Series E, EE, H, and HH are not suitable assets for this purpose.