GIFTS OF STOCK
Make a gift of stock and receive tax benefits while supporting
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.
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Consider securities, rather than cash.
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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 additional information, please click here.
Please provide your financial advisor or institution with the following information for ICS' account with Stifel:
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FIRM NAME: STIFEL
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DTC#: 0793
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NAME OF ACCOUNT:
Twin Cities Concert Association
(dba InConcert Sierra)
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TAX ID#:
68-0164659
InConcert Sierra’s local broker is Elizabeth Waschow of Stifel.
Phone: 530-745-8229
ICS does not provide tax or legal advice. Please consult with your tax advisor on the tax implications of your charitable gifts.
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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.
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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.
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