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A "Win-Win" Gift of Stock
When people think about making a gift to the Evansville Philharmonic Orchestra, they often pull out their check book and write a check payable to the EPO. As you assess your charitable giving for the year, you may want to consider an attractive option, namely, a gift of stock. As with a check, your gift of stock is tax-deductible. Such a gift can also help avoid capital gains tax on any appreciated value of the stock. By avoiding the capital gains tax, you maximize your gift to the Orchestra.
How Can You Make a Gift of Stock?
To make a gift of stock to the Evansville Philharmonic Orchestra, follow these two simple steps: First, contact Gary Wagner, our Director of Development, at 812-425-5050 (office) or 812-760-6791 (cell). He will be happy to answer any questions you might have and will give you our account information for your broker. Second, contact your broker and instruct him or her to transfer the stock you wish to donate to the Evansville Philharmonic Orchestra's securities account. Donors receive credit for the full value of the stock at the time of transfer (before brokers' fees are subtracted). Again, if you have any questions, call us at 812-425-5050.
After You Make a Gift of Stock
After your stock has been transferred, please contact us to let us know your gift has been made. You may call or email us at
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to make sure we know:
- Who you are
- Name of the stock (Company)
- Number of shares
- Date of transfer
This will ensure timely acknowledgement of your gift to the Evansville Philharmonic Orchestra.
If you have already made a gift of stock to the Evansville Philharmonic Orchestra and have not received an acknowledgement, please contact Gary Wagner at 812-425-5050. We certainly want to thank you appropriately!
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