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Opera Theatre welcomes gifts of domestic securities and bonds traded on the New York Stock Exchange, American Stock Exchange, or NASDAQ. Assets are valued by averaging the high and low price of the assets on the date of transfer to Opera Theatre. To ensure a successful stock transfer, please provide the following information to your financial advisor:
Opera Theatre's Account Information Charles Schwab (800) 515-2157 Account #9510-9122 DTC #0164 Code 40 Tax ID #43-0821958
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Please send notification of the stock transfer to: Nicole Ambos Freber, Director of Development Opera Theatre of Saint Louis P.O. Box 191910 St. Louis, MO 63119 Phone: (314) 961-0171 x 222 Fax: (314) 961-7463 Email: nambos@opera-stl.org
Please provide the following information in your communication:
- Donor name
- Name of stock
- Number of shares
- Allocation of gift
- Date of transaction
- Name of financial advisor handling the transfer
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