MAKE A GIFT OF STOCK & BONDS
Stock transfer instructions (to provide to your broker) are listed below.
Instructions for electronic transfer of securities:
Instructions for electronic transfer of securities:
- Alert your broker that you would like to transfer shares as a charitable gift to Charlottesville Opera, identifying the type and number of shares you would like to contribute. Please note that your broker may require instructions in writing with your signature. (Some firms have a form which must be completed.) Provide the following information to your broker:
Financial Institution: Pershing
DTC #: 0443
Account #: DA4004259
Account name: Charlottesville Opera Inc
*Be sure to instruct your broker to add your name in the subject line of the transfer, so that we can identify you as a donor and Friend of Charlottesville Opera!
- Let us know your gift is on the way by contacting our contact at Davenport & Company LLC, Ms. Lale Herguner, at 804-915-2888 or lherguner@investdavenport.com
IRA ROLLOVER GIFTS
If you are age 70 ½ or older, you can make tax-free gifts directly to Charlottesville Opera from your traditional IRA account.
- Income tax is totally avoided on IRA rollover transfers
- These direct transfer gifts - up to $100,000 annually - satisfy the annual required minimum distribution (RMD) for your IRA account
- As IRA administrators frequently do not include the donor’s name on IRA rollover checks, please alert our office so that we may identify and acknowledge your gift in a timely fashion.
Are you a current Sponsor? Visit this page for more information on our Sponsor levels, contributing societies, and benefits.
Questions? Please call Dr. Leanne P. Clement, General Director, at 434-293-4500 or email general.director@CharlottesvilleOpera.org
Always consult your tax advisors about the best way to support Charlottesville Opera.
Always consult your tax advisors about the best way to support Charlottesville Opera.
