Gifting appreciated stocks or securities can provide significant benefits while making a lasting impact. Your contribution helps sustain performances, expand programming, and support the continued growth of the Fort Myers Philharmonic.
Donating appreciated assets may help reduce capital gains taxes while supporting a charitable cause.
You may be able to give more than you would with a cash contribution alone.
Transfers can be completed directly through your brokerage account.
Charitable deduction rules for securities can vary based on your individual circumstances.
We recommend consulting with your financial advisor to ensure your gift aligns with your overall financial and philanthropic goals.
If your assets are held at Charles Schwab, you may contact us directly or call Schwab at 800-435-4000 for assistance.
Account Name: Fort Myers Philharmonic, Inc.
Account Number: 5830-1187
Please provide the following information to your brokerage firm:
Brokerage: Charles Schwab
Address: 1945 Northwestern Dr., El Paso, TX 79912
Phone: 800-435-4000DTC Number: 0164
Account Name: Fort Myers Philharmonic, Inc.
Account Number: 5830-1187
To ensure your gift is properly received and acknowledged, please let us know when you initiate a transfer.
The Fort Myers Philharmonic is a 501(c)(3) public charity. Your contribution may be tax-deductible to the extent allowed by law. A confirmation will be provided for your records once your gift is received.
We are happy to assist you or work directly with your financial advisor to facilitate your gift.
Contact:
Choose from our upcoming concerts and secure your tickets for an unforgettable evening with the Fort Myers Philharmonic.
