Stock Gifts

Seattle Rep gratefully accepts gifts of stock — and you can receive significant tax benefits when you give long-term appreciated stock. Under current tax laws, you can take a tax deduction for the full fair market value of the stock up to 30% of your adjusted gross income in the year the gift was made, with a five-year carryover for any "excess." In addition to a charitable gift tax deduction, a gift of stock may also offer the extra benefit of avoiding capital gains tax on the stocks' unrealized appreciation.

How to transfer if your broker holds the stock:

Contact your broker and determine the stock and the number of shares you would like to contribute. Then please contact Jessica Kurtz, Major Gifts Officer, at 206-443-2212 or by email with:

• Your name
• Name of stock
• Approximate number of shares
• Approximate value of the gift
• Estimated date of transfer
• Your broker's name, company and telephone number
• Whether the gift is designated to the Annual Fund or the Endowment

Seattle Repertory Theatre's Account Representative is:

Victory Capital Management
VictoryConnect Client Service Center
vsc@key.com
(888) 539-7747 (phone)
(800) 642-5089 (fax)

If securities are held with your broker in "street name" form, he or she can transfer your stock via DTC directly to:

Victory Capital Management
DTC — Key Bank Participant
No 2205

For credit to either:
Annual Fund: Seattle Repertory Theatre Investment account #7930
Endowment: Seattle Repertory Theatre Foundation account #7920

Gift values are determined by the mean price on the day it is received by Victory Capital Management. Victory Capital Management handles all gifts of stock benefiting the Seattle Rep, free of any commission charges for either the seller or the recipient.

If you have the stock

If you have the physical certificate, we can provide you with a sample letter of authorization (LOA) and a stock or bond power assignment to safeguard the delivery of your securities to Seattle Repertory Theatre. For safety reasons, you do not want to endorse the certificate and mail it. When the certificate is endorsed, it is negotiable by whomever has possession. The stock or bond power assignment replaces the signature on the certificate. You should never send the certificate and the power assignment in the same envelope. Please contact Jessica Kurtz, Major Gifts Officer, at 206-443-2212 or by email to obtain these forms. As always, we urge you to contact your tax advisor about how these rules apply to you.

Real Estate/Closely held Stock/LLC

The Seattle Rep accepts gifts of real estate, shares in closely held stock, LLCs and Family Partnerships upon review and acceptance by our Executive Committee. For questions about donating a specific gift of property, please contact Jessica Kurtz, Major Gifts Officer, at 206-443-2212 or by email.