Gift of Assets

GIFT OF CASH

If you want to help Chamber Dance Project today and maximize your charitable deduction, consider making your gift with cash. Cash is the simplest asset to donate. It is also the easiest for us to accept and quickly put to good use.

Learn more about Supporter Levels & Benefits.

APPRECIATED SECURITIES

Donating appreciated stocks, bonds or mutual funds is quick and simple and may provide you with significant tax benefits.When you give appreciated securities, you may receive an immediate tax deduction and savings on capital gains taxes.

Benefits:

• You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the securities you donate.
• You can direct your gift to a specific fund or purpose.

HOW TO CONTRIBUTE GIFT OF SECURITIES

When giving securities, be sure to consult with your financial advisors. Let us know that the gift is coming, and what program or specific fund you would like us to apply it to.

Securities held by your broker

Inform your broker in writing that you wish to give appreciated securities to Chamber Dance Project. Be sure to let the broker know when you’d like the transfer made.

Certificates held by you

If you hold the actual stock certificates, you will need to sign a stock power form for each certificate you contribute. You may obtain a stock power from any broker or financial institution. When you sign the power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John P. Smith on the certificate, sign it John P. Smith.

Contact us at info[at]chamberdance.org or call our office at 202.499.2297 for more information.

SECURITIES HELD AT YOUR INVESTMENT/FINANCIAL FIRM

Inform your financial or tax advisor that you wish to donate appreciated securities. Your advisor may assist you in deciding the best security to maximize your tax deduction.  

Chamber Dance Project maintains an account specifically for the receipt of your gift.  Most securities can be quickly and easily transferred via the “DTC” electronic delivery system using the following delivery instructions. PLEASE CALL AHEAD TO INFORM MORGAN STANLEY OF THE DETAILS OF YOUR GIFT AND THE DATE YOU EXPECT TO TRANSFER IT.  

Deliver to:
Morgan Stanley
DTC#0015
For further credit: Chamber Dance Project  
Account #495-025282 

Any of the following associates at Morgan Stanley Four Points Group can assist you:
Kimberly Bishop 
(301) 696-8258
kimberly.bishop@morganstanley.com

Beth Mason 
(301) 631-7101
beth.mason@morganstanley.com

Debbie Frey 
(301) 631-7103
debbie.frey@morganstanley.com

For securities that are ineligible for DTC delivery, please call for other instructions.

A “DTC” is an electronic delivery method used among financial firms for the receipt and delivery of securities. Most stocks are eligible for this method of transfer. It’s secure, fast, and easy. Chamber Dance Project has established an account with Morgan Stanley for the purpose of receiving your gift. Please ask your financial advisor.