Menu

Gifts of Stock

Chicago Shakespeare Theater offers a simple process for gifting appreciated securities. Donors can receive, in the form of a tax-deduction, the full fair market value of the stock at the time the gift is made, as long as the stock has been held for at least one year.

Follow these three easy steps

  1. E-mail advancement@chicagoshakes.com or call 312.667.4952 to alert us of:
    • Your name
    • The name of stock and number of shares*
    • The approximate value you plan to transfer.

  2. Contact your broker to initiate the transfer to our account:
    Account Information
    For electronic deliveries: DTC: # 0141
    FBO: Chicago Shakespeare Theater
    Account Number: 1558-0894
    Sub Firm: 205

  3. Wells Fargo will document the receipt and sale of the donated stock and Chicago Shakespeare Theater will issue an acknowledgement letter for your tax records.

*Donor information does not accompany transfers so your notification to CST ensures that we can properly credit your most generous donation.

   
Ways to Give

 Phone: 312.667.4952

 Chicago Shakespeare Theater
     800 East Grand on Navy Pier
     Chicago, IL 60611

 Gifts of Stock

 Planned Gifts

 Charitable IRA Rollover

 

Additional Pages