Where There's a Will, There's a Way…

to ensure the performing arts and the venues that house them continue to thrive in the Miami Valley for generations to come.

Planned Giving

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Gifts of Stocks & Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Victoria Theatre Association.

Gift of Stock and Bonds
Stocks/Bonds
VTA
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Benefits of gifts of stocks & bonds

  • Avoid paying capital gains tax on the sale of appreciated stock.
  • Receive a charitable income tax deduction.
  • Further our mission to enrich lives in our community with quality entertainment, education and artistic engagement today.

How to make a gift of stocks & bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Victoria Theatre Association.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More about gifts of stocks & bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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