Marin Symphony accepts gifts of publicly traded stocks, bonds and mutual funds, that you may consider a tax-wise method of contribution. As with any gift, please consult your tax advisor for 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 – (415) 578-9028
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 to your banker or broker with a letter of instruction to transfer the certificate to the Marin Symphony. Click here for a Sample Letter 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 registered in your name to the Marin Symphony. The certificate 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.Send the certificate by registered mail (with return receipt if you need proof of delivery) and the stock power, under separate cover, by first class mail. Upon receipt, your gift will be recorded and the certificate sent to the Marin Symphony’s broker for immediate disposition.