With a gift of appreciated stocks or bonds, you can support Boston Early Music Festival while enjoying significant tax advantages. When you electronically transfer appreciated stocks or bonds directly to BEMF’s account, you realize no gain on the sale, avoiding capital-gains tax. Typically, BEMF will sell the gifted security and put your donation to work right away, creating a win-win situation for everyone!
To make a donation of securities, have your broker transfer your security to BEMF’s account at Raymond James Financial. Your broker will need the following information to make the transfer:
NRWP/Raymond James
234 Littleton Road, 2G, Westford, MA 01886
Member FINRA/SIPC
Account Number: 31333563
DTC #: 0725
Contact: Philip D. Winn
philip.winn@raymondjames.com
Phone: 978-330-7901
Fax: 888-906-0091
Assistant: Cindy Geoffrion
cynthia.geoffrion@raymondjames.com
Phone: 978-330-7903
Please also notify Kathleen Fay, Executive Director, at 617-661-1812, or by email at kathy@bemf.org, with the name of the security, number of shares, and the date of the transfer so that we can accurately account for and acknowledge your gift.
Note that charities like Boston Early Music Festival are unable to accept stock certificates or bonds directly. If your securities are in the form of stock certificates or are registered directly, please deliver them to your broker before contacting us.