Gifts of Stock

Transfer Stock from Brokerage Account

Sent To:
Morgan Stanley
DTC #: 0015
Account Name: Colorado Symphony Association
Account #: 919-020612

Bruce DiBiase or Margaux S. Williamson are our account representative. They can be reached at (303) 572-4827 or margaux.williamson@morganstanleypwm.com.

It is helpful if your broker communicates your (or the donor’s) name to Bruce DiBiase and Margaux S. Williamson, as well as the name and number of stock shares being transferred, so she will be aware of the transfer and we can provide appropriate acknowledgement of the donation.

Transfer a Stock Certificate

To transfer a stock certificate, please send the stock certificated (unsigned) to the address below, as well as an executed stock power with a letter of instruction. For security purposes, please send these documents separately.

Margaux S. Williamson | PWM WM Associate
Morgan Stanley Private Wealth Management
The 1550 Group
1550 Market St. | Ste 600 | Denver, CO 80202
(303) 572-4827