Gifts of securities, stocks and bonds also provide considerable tax advantages when transferred to Boston Ballet before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a twofold tax benefit, creating an income-tax deduction as well as helping avoid the capital-gains tax that would have been due on their sale.
If you wish to transfer stock from a broker’s account please click here . If you wish to make a gift of physical securities on hand they may be sent by certified mail or overnight express with endorsement on the back of the certificate(s) exactly as stated on the face of the certificate(s). Do not fill in any other blanks. No stock power is necessary as long as you do not fill in Boston Ballet's name on the back.
You may also make a gift of mutual funds, non-marketable stock, or closely held stock.
Please contact Kathryn Rutledge, Individual Giving Officer, at 617.456.6303 or krutledge@bostonballet.org with any questions.
