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BLO welcomes gifts of stock. Making a stock gift is an excellent way to reduce your tax liability while supporting the Company. To ensure a successful stock transfer, donor's stockbroker should notify the following parties in writing about the intended stock gift:
Heather Laplante
Annual Fund Manager
Boston Lyric Opera
45 Franklin Street
Boston, MA 02110-1316
Phone: 617.542.4912 x230
Fax: 617.542.4913
Email: donorservices@blo.org
Please note BLO’s new DTC
and account numbers
effective June 24, 2009.
BLO’s account information:
Canaccord Adams
c/o Scott Jacobi
99 High Street, 12th Floor
Boston, MA 02110
Phone: 617.788.1507
Fax: 617.371.3796
Email: scott.jacobi@canaccordadams.com
DTC Number: 0443
Account Number: JZJ150535
Please provide the following information:
- Donor name
- Name of stock
- Number of shares
- Intended gift date
- Allocation of gift
Audited financial statements and copies of BLO tax returns are available upon request.
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