Instructions for Tranferring Stocks/Securities:
We must have all of the information below or we will not know from whom the gift has come, which will delay our thanks to you and your tax acknowledgment.
Instruct your broker to wire securities in the appropriate amount to our account at:
Charles Schwab & Co., Inc.
54 Mall Road
Burlington, MA 01803
DTC Number: 0164
For account of Portland Stage Company
Broker: Garrett Fitzgerald
Request that your broker confirm all details of the completed transaction in writing both to you (the donor) and to Portland Stage specifying:
• the name and number of shares of the securities transferred, and
• the effective date of the gift.
For information on supporting Portland Stage, please contact our Development Director, at 207.774.1043 x109 or e-mail firstname.lastname@example.org.