A gift of appreciated stock is an easy way to support the music you love. By donating stock, you can take advantage of tax incentives. Contact your financial advisor for current tax benefits. Stock transfer instructions are below.
Transfer Stock from Brokerage Account
DTC #: 0015
Account Name: Colorado Symphony Association
Account #: 919-020612
Bruce DiBiase or Margaux Lochmiller are our account representative. They can be reached at (303) 572-4827 or firstname.lastname@example.org.
It is helpful if your broker communicates your (or the donor’s) name to Bruce DiBiase and Margauz Lochmiller, 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. Lochmiller | Registered Associate
Morgan Stanley Private Wealth Management
The 1550 Group
1550 Market St. | Ste 600 | Denver, CO 80202
Colorado Symphony Association
Boettcher Concert Hall
1000 14th Street, #15 | Denver CO 80202