Gifts of Stock


Many people choose to contribute to the Eugene Symphony by making a gift of stock rather than making a direct contribution of cash. If you own stock or mutual funds, it may be more tax-wise to contribute these shares than cash. This is because a gift of appreciated securities generally provides you a two-fold tax advantage: first, you avoid paying capital gains tax on the increase in the value of the stock or mutual funds. Second, you receive a federal income tax deduction for the full fair market value of the securities at the time of the gift.

Your gift of stock or mutual fund shares must be received by the Symphony's broker by December 31, 2015 to count as a tax deduction for 2015.

It’s easy to make a stock or mutual fund gift to the Eugene Symphony.

1. First, read and complete the Stock Gift Instructions form. (pdf)

2. Have your broker transfer your gift of securities to the Symphony's broker: 

Ferguson Wellman Capital Management
888 SW Fifth Avenue, Suite 1200
Portland, OR 97204

Account Information:
Charles Schwab
DTC # 0164
Account # 8009-0782
Account name: Eugene Symphony Association, Inc.
Tax ID # 93-0556298

3. Finally, to ensure that you are properly credited and acknowledged for your gift, please send or fax the Stock Gift Instructions form to:

Finance Director
Eugene Symphony Association
115 West 8th Avenue, Suite 115
Eugene, OR 97405

Fax: 541.687.0527

 

Please note that this information should not be construed as legal or tax advice. Please contact your own accountant, attorney, or tax advisor for assistance regarding stock or mutual fund gifts you may be considering making to the Eugene Symphony.

Upcoming Events

March 16, 2017 | 8pm


Bartók Piano Concerto

Our third Music Director finalist, Francesco Lecce-Chong, takes the podium to conduct an exquisite evening of music including works by Mozart, R. Strauss, Liszt, and Bartok.

 

 

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#McKenzie4Seasons
In February 2018, we present a special multimedia version of Vivaldi's The Four Seasons in collaboration with Travel Lane County and the McKenzie River Trust featuring public-submitted photos of the McKenzie River throughout the year. 

 

Special Features

 
On that Note: Alice Blankenship

In our February-March 2017 program magazine, learn more about violinist Alice Blankenship.

 



 

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Eugene Symphony

541-687-9487
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115 West 8th Avenue, Suite 115
Eugene, OR 97401

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