Make a Donation of Stock

Gifts of appreciated stocks or property are particularly advantageous from a tax point of view, especially if you own appreciated stocks on which you would have to pay long-term capital gains tax. Because each tax situation is different, please consult your tax adviser about making a gift of stock.

If you have decided to give stock, the process is very simple: Ask your broker to electronically transfer the gifted securities directly to the Hartford Symphony Orchestra’s Account:
Wells Fargo Advisors
8 Two Mile Rd
1st Floor
Farmington, CT 06032
HSO Account # 3304 7272
DTC #0141
For assistance please contact: 
Christopher Benjamin AAMS®
First Vice President – Investment Officer 
Direct line: (860) 67404193
Toll Free: (866) 378-1942 
Julie Beauchamp-Orlowski CFP®, RICP ®, ADPA ™
First Vice President – Investment Officer 
Direct line: (860) 672-4192
Toll Free: (866) 378-1942
Our Tax ID Number is 06-0637319

Additionally, please note our address:

Hartford Symphony Orchestra
166 Capitol Avenue
Hartford, CT 06106

Important: You or your broker must notify the HSO Development team in advance of the transfer, providing us with the stock name, number of shares and the donor name. Often, that information is omitted when the shares are transferred, and we want to be able to properly credit the donor with the gift.

Please notify:

Jennifer Tromp, Annual Fund Manager, at 860-760-7302 or Ruth Sovronsky, Director of Development, at  860-760-7321.

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The Bushnell
166 Capitol Ave
Hartford, CT 06106

©2018 Hartford Symphony Orchestra
The Bushnell: 166 Capitol Ave. Hartford, CT 06106