Donate Stocks & Securities
How to Donate Securities (stocks, bonds, mutual funds, etc.) or make a gift directly from your Retirement Account
Personal fiscal circumstances may vary, so we advise you to consult first with your own professional advisor as certain limitations may apply.
Instructions for Donating Securities:
Instructions for Donating Securities:
- Financial Institution – UBS Financial Services, Inc.
- DTC Number – 0221
- Account Name – American Friends of the Oxford Philharmonic Orchestra
For mutual funds, special holdings and other specifics, please contact Kyle Ritchie at (212) 713-7823.
For Direct Gifts From Retirement Accounts:
Checks directly from the retirement account need to be made to American Friends of the Oxford Philharmonic Orchestra and mailed to UBS, 1285 Avenue of the Americas, New York, NY 10019 Attn: Kyle Ritchie
We suggest contacting Kyle Ritchie at (212) 713-7823 for additional details and complete gifting instructions.
We ask that you inform Camilla Hellman on transfer instructions or a “gift letter,” in order that we may confirm that your instructions have been completed.
More Information
For further information please contact:
Camilla G Hellman MBE
Marketing Director
American Friends of the Oxford Philharmonic Orchestra
Address:
864,
Lexington Avenue,
2nd floor,
New York,
NY 10065