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Stock Gifts

A popular choice amongst our donors, a stock gift maximizes your donation with the benefit of not having to pay capital gains tax. Thank you for considering a gift of securities. 

How to Process Your Stock Gift 

From a Brokerage Account 

Step 1 

Provide your broker the Minnesota Orchestra’s brokerage account information: 

Name: RBC Wealth Management, Inc. 

DTC Number: 0235 
Account Name: Minnesota Orchestral Association 
Account Number: 30627068 
Broker: Big Oak Advisory Team
Telephone: (952) 476-3552

Step 2 

Inform us of your gift by contacting (612) 371-5600 or stock@mnorch.org to ensure we provide you with a tax receipt for your records. Kindly provide your name, mailing address, and name and number of securities transferred.  

Paper Stock Certificates 

Step 1 

Complete a stock power. 

Step 2 

Mail Minnesota Orchestra the stock power and your paper certificate in two separate envelopes for security purposes to the following address: 

Minnesota Orchestra 
Attn: Development Department 
1111 Nicollet Mall 
Minneapolis, MN 55403

 

For more information contact Jerome Tatum, Individual Giving Officer 612-371-7173 jtatum@mnorch.org.