Give a Gift of Stocks or Securities

How to make a gift of stock or securities:

Determine with your financial advisor which investments will make the most philanthropic and financial impact.
Contact us and let us know you have made your gift.
Instruct your broker to transfer your securities directly to Victoria Symphony or the Foundation for the Victoria Symphony and complete the appropriate transfer form.

Gift of Stock or Securities Form for the Foundation for the Victoria Symphony

Gift of Stock or Securities Form for the Victoria Symphony Society

By donating publicly traded securities, you eliminate the capital gains tax that becomes payable if you were to sell the appreciated securities on the market. The VS benefits from the proceeds of that sale.

Your gift of appreciated stocks, bonds, mutual funds, flow-through shares or stock options provides you with a tax benefit and can be a significant source of support for the Victoria Symphony.

Give a Gift of Stocks or Securities

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