MAKE A GIFT OF STOCK

Making a gift to WAM Theatre in the form of appreciated stock or mutual funds allows you to have an immediate impact on our work, while also possibly paying less in income taxes.

As always, we recommend that you consult a tax professional with any specific questions.

STEP ONE: DONATE STOCK

Please provide your broker with the following information:

Name of Account: WAMTheatre

Name of Broker: Fidelity

DTC Number: 0226

Account: Z40211235

Tax ID: 27-1595793

STEP TWO: NOTIFY US

When your stock or mutual funds are transferred to our account we do not receive any information that identifies you as the donor. We wish to ensure all gifts are properly received and acknowledged, so please email kristen@wamtheatre.com or call 413-274-8122 either before or after donating securities and provide the following information about the gift:

Name of the stock

Number of shares

Your name and address