Giving Via Stock

There are many easy ways to give a gift of stock.
Electronically
You can transfer stocks electronically, either personally or through your broker. You will need an account number to make a stock transfer, as well as San Francisco Opera's broker information, which is as follows:

Account Name: San Francisco Opera Association
Account Number: 101-514957-571
Account Representative: Mr. Jesse Bromberg, Morgan Stanley, 101 California Street, San Francisco CA 94111, P: (415) 693-6876, F: (415) 693-7378
DTC Number: 0015
Tax ID Number: 94-0836240

Electronic transfers unfortunately do not include the name of the donor; therefore, to ensure that we credit you with your donation, be sure to notify us that you have made a gift of stock and provide your full name, the stock name, and the number of shares at stockgifts@sfopera.com or (415) 565-3212.

By Mail or In Person
To donate stock certificates by mail or in person, please include a letter of instruction with your full name, the stock name, and the number of shares; a signed stock power for each certificate (which you can request at stockgifts@sfopera.com or (415) 565-3212) signed exactly as your name appears on the front of the stock certificate and the remainder left blank; and the original stock certificates, unsigned.
 
Mail certificates (registered mail recommended, and the stock certificate and stock power in separate envelopes) to:

San Francisco Opera, Development Office
301 Van Ness Avenue
San Francisco, CA 94102

Or, to donate in person, please call (415) 565-3212 to schedule.  In-person address is:
 
San Francisco Opera
Attn:  Kathy Esselstyn
292 Ivy Street, 3rd Floor
San Francisco, CA  94102
 
Valuation of Gift
The value of your gift is based on the average of the high and the low of the stock on the date of the gift.
The date of the gift is the day the shares reach San Francisco Opera's account when transferred electronically; the date you present your stock certificate and stock power in person to San Francisco Opera; or the postmark date if you mail your certificate and power, with the exception of if you send by overnight mail, in which case, it is the date the Company receives the gift.