Gift of Stock & Securities Form

Thank you for your interest in making a gift of stock to Global Refuge, formerly known as Lutheran Immigration and Refugee Service. To initiate a transfer, please contact your advisor/broker with the following delivery information:

         Lutheran Immigration and Refugee Service DBA Global Refuge
EIN: 13-2574854
Broker: Vanguard Investment
DTC#: 0062
For the benefit of: Lutheran Immigration and Refugee Service DBA Global Refuge Brokerage Account
Account: 67145743
Investment Counselor:    Dee Nguyen, CFA
Principal, Senior Investment Consultant
T  +1-610-684-3542
M +1-835-232-8911
dee.nguyen@mercer.com

The stock's value will be determined at rate of the business day it is received. According to Global Refuge policy, the stock will be liquidated as quickly as possible.

For questions related to stock gifts or assistance with this form, please contact Valerie Kurka at giving@globalrefuge.org or 410-230-2858.
 
Stock & Securities Information





Gift Acknowledgment & Tax Receipt

To receive a prompt receipt for your tax purposes, please complete the form below. If the information below is not provided, we will be unable to send you a tax receipt.








Broker Information