Gift of Stocks/Mutual Funds
Did you know you can also give to Arizona Opera by donating stocks or mutual funds you currently own? This is a great way to give, especially since you’ll avoid having to pay steep capital gains taxes at the end of the year. Whatever size donation you choose to make, you’ll also be able to deduct your gift on your tax return. Gifts of appreciated securities donated to Arizona Opera are exempt from capital gains taxes. Plus, you could get a tax deduction that’s equal to the fair market value of the securities at the time of transfer.
To make a current gift of stock, please give your broker the following instructions for electronic delivery to Arizona Opera:
Account name: Arizona Opera Company (Federal Tax ID number is: 23-7169261)
Account number: 421240018
DTC Number: 0188
Broker: TD Ameritrade
The date of the gift will be the day that the stock is received in Arizona Opera’s account. Transactions can take 3–5 days.
For more information, contact Sarah Smith, Sr. Individual Gifts Manager, at 602.218.7334 or firstname.lastname@example.org.