If you have owned a stock for more than a year and if it has risen substantially in value since you bought it, it might be wise to use that asset to make a donation to the Orchestra. In addition to getting an income tax deduction on the full market value of the stock, you may avoid the capital gains tax due if you were to sell it. Plus, donating stock is easy, whether by electronic transfer, by mailing in a stock certificate, or by transferring ownership to the Orchestra.

Transferring by Mail
If the certificates are in your possession, mail them to the CSO with a stock power document. If you would like to print a stock power document from your computer, please go to the online stock power form.

• The CERTIFICATES should be left UNSIGNED.
• The STOCK POWER should be SIGNED and left blank (the form will be filled in by the Orchestra). Your signature should be witnessed, but it is not necessary to have it notarized or certified.
• USE TWO ENVELOPES. Place the certificates in one envelope and the stock power document in the other. A copy of the transmittal letter should be placed in each envelope.

Electronic Transfer
If you decide to transfer shares electronically, please notify Teresa Ahrenholz at 513.744.3271 or at tahrenholz@cincinnatisymphony.org of the stock transfer to help facilitate the transfer of the gift.

Required Information
When you make your stock transfer, you'll need the following information:

Account Name: Cincinnati Symphony Orchestra
DTC Number: 5198
Account Number: 636-04394
Brokerage Firm: Merrill Lynch
Contact: Robert Anning, (513) 579-3600

Ensuring Credit
To ensure you receive proper credit for your gift, please notify us of your gift by calling, writing or e-mailing us. If you have questions or would like additional information on any of the options for transferring stock please call Rhonda Curtis at 513.744.3288 or e-mail her at rcurtis@cincinnatisymphony.org.