Gifts of Stock

 

Make a gift of stock and receive tax benefits while supporting outstanding live classical music performances.

 

 

 

 

 

 

 

The simplest way to donate publicly traded stocks to InConcert Sierra is to have you or your broker transfer shares electronically to InConcert Sierra’s account.

Give securities, rather than cash.

By donating securities with a higher value than your original purchase price or cost basis, you can deduct the current fair market value as a charitable donation.  For more information on this, please click here.

Please provide your financial advisor or institution with the following information for ICS’ account with Stifel:

FIRM NAME:                                   STIFEL

DTC#                                                  0793

ACCOUNT #                                     2900-5447

NAME OF ACCOUNT                    TWIN CITIES CONCERT ASSOCIATION

TAX ID#                                            68-0164559

InConcert Sierra’s local broker is Stephen Smith (pictured) of Stifel – phone 530-889-8775.

 

 

 

ICS does not provide tax or legal advice. Please consult with your tax advisor on the tax implications of your charitable gifts.

ICS’ policy is to sell shares promptly upon receipt unless otherwise directed by our Finance Committee. Gift value is based on average trading price on the date of the transfer. 

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. Once you’ve made the decision to transfer stock to InConcert Sierra, we ask that you notify the ICS Office at 530.273.3990 or click here to email us directly.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.