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. Thank you in advance for supporting Chicago Shakespeare Theater!
To make a gift of appreciated securities:
- Contact the Advancement Office at 312.595.5680 or firstname.lastname@example.org to alert us of your intent to donate appreciated securities, and provide the name of stock, number of shares, and approximate value you plan to transfer.
- Contact Wells Fargo Advisors at 800.359.9297 to arrange transfer of shares.
- Upon receipt of the shares in good order, Wells Fargo Advisors will liquidate the securities in the most cost-effective manner for Chicago Shakespeare Theater.
- Wells Fargo Advisors will document the receipt and sale of the donated stock and Chicago Shakespeare Theater will issue an acknowledgement letter for your tax records.
For electronic deliveries: DTC: # 0141
FBO: Chicago Shakespeare Theater
Account Number: 1558-0894
Sub Firm: 205