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MAKE A GIFT
STOCK GIFTS If you have appreciated stock holdings, you can make a contribution to the Symphony by transferring stock. In doing so, you avoid paying capital gains taxes, and receive a deduction for the stock's full fair market value up to a certain percentage of your adjusted gross income as determined by the IRS (please consult your accountant to financial planner for more information on deductibility). The stock is sold immediately upon receipt into our account. The value of your stock gift is based upon the mean price on the day it is transferred. If you would like to make a gift of stock, the following information is provided for your convenience. Monterey County Symphony Association Account #6404-7489-DTC#0164 Charles Schwab & Company We also ask that you please notify our office of your gift by contacting Michelle Lange, Director of Development, at 831-624-8511, ext. 201 or via e-mail at mlange@montereysymphony.org. COMPANY MATCHING GIFTS Double the impact of your gift! If your company will match your gift, please contact your human resources department to submit the paperwork to have your charitable gift to the Pacific Symphony matched by your employer. CORPORATE GIFTS Please contact Michelle Lange, Director of Development, at 831-624-8511, ext. 201 or via e-mail at mlange@montereysymphony.org. DEFERRED GIFTS Bequests, charitable trusts and charitable gift annuities are designated to the Pacific Symphony endowment fund and are a great way to support the Symphony in the future. To learn more, please visit Legacy Society or call Michelle Lange, Director of Development, at 831-624-8511, ext. 201 or via e-mail at mlange@montereysymphony.org. Contacts: Michelle Lange Director of Development mlange@montereysypmphony.org |
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