Make a gift of stock and receive tax benefits while supporting outstanding symphonic music in Seattle.
The simplest way to donate publicly traded stocks to the Seattle Symphony is to have your broker transfer shares electronically to the Symphony’s account.
Seattle Symphony Brokerage Information
Brokerage: The Bank of New York Mellon
Broker: David Stanley (206.664.8817)
Agent Bank#: 60916
Tax ID#: 91-0667412
Once you’ve made the decision to transfer stock to the Symphony, we ask that you notify Donor Relations at 206.215.4832 or email@example.com, or by returning a completed Stock Donation Notification form.
Notifying us that the transfer is occurring is very important; it is the only way we can credit you for the donation, as your name does not transfer with the stock.
The Seattle Symphony will credit you for the value of the stock based on an average of the highest and lowest quoted selling prices on the day that your stock donation is received into the Symphony’s account. We make every effort to sell the stock immediately upon receipt. For your income tax purposes, your donation is completed on the day your broker transfers it to the Symphony’s account. Thus, you should always consult your tax advisor regarding the actual amount of your deduction and the date of the contribution.
The Seattle Symphony does not provide tax or legal advice. Please consult with your tax advisor on the tax implications of your charitable gifts.
Thank you for your support of the Seattle Symphony!