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
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
Inform us of your gift by contacting (612) 371-5600 or email@example.com 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
Complete a stock power.
Mail Minnesota Orchestra the stock power and your paper certificate in two separate envelopes for security purposes to the following address:
Attn: Development Department
1111 Nicollet Mall
Minneapolis, MN 55403
For more information contact Jerome Tatum, Individual Giving Officer 612-371-7173 firstname.lastname@example.org.