Marin Symphony accepts gifts of publicly traded stocks, bonds and mutual funds, that you may consider as a tax-wise method of contribution. As with any gift, please consult your tax advisor for the exact tax benefits of your charitable contribution, and keep copies of all correspondence for your records.
Marin Symphony EIN#: 94-6104150
 

Communications and questions about your gifts can be directed to Development Director, Nuri Kye (or use gmail).
  Marin Symphony
  Attn: Nuri Kye, Director of Development
  4340 Redwood Hwy., Suite 409C
  San Rafael, CA 94903
  415.479.8100

Gifts of Appreciated Stock:

Please inform your banker or broker that you would like to make this gift, and you will be advised of the specific procedures at your bank or brokerage firm. To make a gift of appreciated stock, you will need the following information:

Marin Symphony EIN#: 94-6104150
Marin Symphony Account Number at Charles Schwab & Company: 8753-1984
Charles Schwab DTC number: 0164
Charles Schwab Local Telephone Number: 415.945.6464

Stocks or Bonds:

Held by Your Banker or Broker

You may deliver the stock or bond certificate(s) to your banker or broker with a letter of instruction to transfer the certificate(s) to the Marin Symphony, contact information above. Please see Sample Letter for Banker or Broker for requesting such a transfer.

Stock or Bonds in Your Possession

If you do not have a banker or broker for the purposes of this gift, you may mail the stock or bond certificate(s) registered in your name to the Marin Symphony, contact information above. The certificate(s) must be accompanied by a stock power that you have signed in the presence of a notary. The stock power must be signed exactly as your name is listed on the face of the certificate(s).

Send the certificate(s) by registered mail (and request return receipt if you would like to receive proof of delivery) and the stock power, under separate cover by first class mail. Upon receipt, your gift will be recorded and the certificate(s) sent to the Marin Symphony’s broker for immediate disposition.

Mutual Funds:

To give a gift of mutual funds that are held by your banker or broker, or that are in certificate form, please use the same procedure outlined in detail in the Stocks or Bonds section of this page. Most mutual funds have an 800# for shareholder questions. You should contact the company for their specific procedures about writing your letter of instruction. Your fund may require a signature guarantee on your letter.

To give a gift of mutual funds held by the fund, the usual procedure is to send a written request. Please see Sample Letter for Mutual Fund Company for requesting such a transfer, indicating your account number and instructing them to transfer the number of shares to Marin Symphony, contact information above. This material should be sent by certified mail (and request return receipt if you would like to receive proof of delivery), and you may send a copy of your gift letter to the Marin Symphony as notification of your gift.