Electronic Stock Transfer

One of the most advantageous ways to contribute to the Auditorium Theatre is via a gift of stock or other securities, such as bonds or mutual funds. The total value of your gift is tax-deductible, provided it has been held for at least one year and there is no obligation to pay any capital gains tax on the appreciated value. The gift is fully deductible as of the date it arrives in our account.

If you are planning to give electronic stock, please share the following information with your broker:

Brokerage: Charles Schwab
DTC# 0164 Code 40
Acct # 4228-9328
Acct Name: AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC
FEIN: 36-3145476

Auditorium Contact:
Judie Green, Chief Development Officer
Phone: 312.341.2397
Email: [email protected]

Alternative Auditorium Contact:
Kelly Saroff Allen, Associate Director of Individual Giving
Phone: 312.341.2364
Email: [email protected]

The Auditorium Theatre does not receive any information that identifies you as the donor when your stock is transferred. Therefore, we kindly ask that you alert us in advance about the stock and number of shares you plan to donate. Please notify us of your gift by calling 312.341.2364 or by filling out the form below.

Alert us of your stock transfer!

Submit your information so we know your intending to transfer stock!

Name*
First Last
Email*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Stock Issuer
Number of Stocks
Estimated Stock Amount
Area of Support*
Additional Comments
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Have a question or prefer to join by phone? Please call 312.341.2364 or email [email protected] today!

The Auditorium Theatre is a 501(c)(3) organization. Your gift is tax deductible to the extent allowed by law.