Donate Stocks, Bonds, IRA distributions, and more

Traditional IRA Required Minimum Distribution*
Take advantage of tax benefits by donating a portion of your Required Minimum Distribution directly to Colorado MahlerFest.

Donate Securities*
Take a charitable deduction on the full value and potentially eliminate capital gains liability when you contribute stocks, bonds, ETFs, or mutual funds.

Include Colorado MahlerFest in your Estate Plan*
See this page for information about a planned gift.

 

To donate shares (stocks, mutual funds, or other securities) contact your broker or account manager with these details. Please let us know (Ethan.Hecht@MahlerFest) when you make a donation so we can can be sure to handle it in a timely manner.

Account Name: Colorado MahlerFest, Inc.
Social Security number (SSN): EIN 74-2551709
Fidelity account number: 39900000740425646
Type of account: Brokerage
Ownership: Corporate
Fidelity’s Depository Trust Company (DTC) number: 0226
Fidelity’s name and address:
Fidelity Investments
Attn: TOA Receives
PO Box 770001
Cincinnati, OH 45277-0036

 

To discuss this opportunity further please contact Executive Director Ethan Hecht: Ethan.Hecht@MahlerFest.org or 720-310-8946.

 

Colorado MahlerFest is a 501(c)(3) nonprofit organization. Federal Tax ID #74-2551709.

*This information is not tax or financial planning advice. Please consult your professional advisor to make sure you are eligible for any benefits.

**https://plannedgiving.com/importance-of-planned-giving/#the-great-wealth-transfer