How to Donate Stock Gifts to Boston Lyric Opera
BLO welcomes gifts of stock. To ensure a successful stock transfer, please have your stockbroker notify the following parties in writing, preferably by email:
Allyson Bennett
Philanthropy Coordinator
Boston Lyric Opera
Department 1660
PO Box 986500
Boston, MA 02298-6500
Phone: 617.702.8975
Email: donorservices@blo.org
Canaccord Genuity
c/o Martin Fennelly
99 High Street, Suite 1200
Boston, MA 02110
Phone: 617.371.3731
Email: mfennelly@cgf.com
OTC Number: 0443
Account Number: JZJ150535
In your notification, please include the following information:
Donor name
Name of stock
Number of shares
Intended gift date
Allocation of gift
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DONATING STOCKS AND TRANSFERS FROM AN IRA IS AN EXCELLENT WAY TO GET THE BEST OF BOTH WORLDS.
Please note that it is our policy to only sell stock once we have confirmed the donor’s identity. This is done so that no stock transferred into our account in error is sold. The easiest way for us to receive stock is if the donor/broker informs us over the phone or via e-mail of the donor name, shares, stock type, and date, before the transfer. This allows us to immediately sell the stock when we receive it. Informing us via letter afrer the transfer can cause a delay in selling of stock. Afrer one week, if we have not been informed of the donation and are unable to determine the donor, BLO will return the stock to the account from which it came and request that it be resubmitted with a name.