When people think about making an Annual Fund gift, they usually get out their check books. As you assess your tax-deductible donations, consider the wisdom of making this year's Annual Fund gift to the Evansville Philharmonic Orchestra from a different asset. Do you know that you can avoid capital gains tax by transferring appreciated stock? In addition to being a smart tax move, a stock transfer minimizes market fluctuations, allowing you to maximize your gift to the Evansville Philharmonic Orchestra.

Here's How to Give Stock

Call and instruct your broker to electronically transfer shares to the Evansville Philharmonic Orchestra's Fifth Third securities account.  To make a gift of stock, please notify our office to ensure proper gift processing. The Philharmonic will do the rest! Stock gifts are valued based on the date of transfer to the Philharmonic's account. Donors receive credit for the full value of the stock at the time of transfer (before brokers' fees are subtracted). If you have any questions, call us at 812-425-5050.

Are You Among the Missing?

 Sometimes we get a gift of stock, but we don't know who it came from. If you don't alert us that the stock will be transferred, we won't know who to thank for it.

After setting up the stock transfer, make sure to let us know:

• Who you are
• Name of the stock
• Number of shares
• Date of transfer

If you transferred any stocks to the Philharmonic and have not yet been acknowledged, please call 812-425-5050 to let us know. We want to be able to thank you!