Chicago Shakespeare Theater offers a simple process through Wells Fargo 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.
For electronic deliveries: DTC: # 0141
FBO: Chicago Shakespeare Theater
Account Number: 1558-0894
Sub Firm: 205
Follow these three easy steps
- E-mail email@example.com 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 any of the Wells Fargo Advisors at 800.359.9297 to arrange transfer of shares.
- 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.