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:

Advest Investment Group
Wells Fargo Advisors Financial Network
1650 West St.
Southington, Ct 06489

HSO Account # 3304 7272
DTC #0141

For assistance please contact:

Christopher Benjamin AAMS®
Senior Client Financial Advisor
Direct line: (860) 426-6891
Toll Free: (888) 990-1898
Christopher.benjamin@wfafinet.com
christopher@advestig.com

Julie Beauchamp-Orlowski
CFP®, RICP ®, ADPA ™
Owner, Managing Principal
Direct line: (860) 426-6890
Toll Free: (888) 990-1898
Julie.beauchamp-orlowski@wfafinet.com
julie@advestig.com

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:
Deb Shulansky Assistant Manager, Donor Engagement, at 860-760-7302 or Ruth Sovronsky, Director of Development, at 860-760-7321.