Donate Stocks & Securities
A meaningful and tax-efficient way to support the Fort Myers Philharmonic.
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.
Why Donate Securities?
Tax Efficiency
Donating appreciated assets may help reduce capital gains taxes while supporting a charitable cause.
Greater Impact
You may be able to give more than you would with a cash contribution alone.
Simple Process
Transfers can be completed directly through your brokerage account.
Before You Transfer
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.
Transfer Instructions
Assets Held at Charles Schwab
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
Assets Held at Other Brokerages
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
Notify Us of Your Gift
To ensure your gift is properly received and acknowledged, please let us know when you initiate a transfer.
Tax Information
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.
Questions or Assistance
We are happy to assist you or work directly with your financial advisor to facilitate your gift.
Contact:
