“For us, donating stock instead of cash was an obvious move. We had purchased shares in 1995 that increased in value by 677%. Had we sold them, the tax bill would have eclipsed the original price. Cash flow impact to us: nil. Time required to set up the transfer: 15 minutes. In the likely case that you own stock trading higher than your original cost, you’re good to go!”
— Fred & Ayliffe Ris
Turn your appreciated securities into inspirational art for our community!
Reignite live theatre when you donate appreciated securities — stocks, bonds and mutual fund shares. Proceeds are used to engage and inspire more than 750,000 people each year. Easy, beneficial and rewarding!
How it works:
- You own securities for more than a year
- If the securities appreciate in value, they are eligible for charitable giving
- Your broker transfers stocks directly to the DCPA
- The DCPA sells the securities without paying capital gains tax
- You receive a fair market value tax deduction for the full value of the securities (up to a certain percentage of your adjusted gross income)
What do you do:
- Read more from industry leaders: USBank, Schwab Charitable and Fidelity Charitable
- Speak with your investment advisor
- Provide the DCPA’s donation form or routing information:
Depository Trust Company (DTC) Eligible Securities
Morgan Stanley Smith Barney LLC
Account: DENVER CENTER FOR THE PERFORMING ARTS
Account: 919-050685-628
DTC#: 0015
Email Jamie Clements at jclements@dcpa.org to let us know your gift is on the way.