Donate Stock or Securities

Giving marketable securities including publicly traded stock, bonds, or mutual funds can be a tax advantaged way to make your generous gift to The Colonial. Appreciated securities, particularly those held longer than one year, may reduce or avoid capital gains obligations and allow you to take a full tax deduction for the fair market value of the stock at time of transfer resulting in a gift that could cost pennies on the dollar.

Once the transfer is complete, The Colonial sells the stock and puts the proceeds to use supporting our work.

We encourage you to share your intentions with your tax or financial advisors to better understand the implications of such a gift on your individual tax situation.

How to Make a Stock or Securities Gift to The Colonial Theatre

To make a gift of stock, please give your broker the following instructions for electronic delivery to The Colonial Theatre:

Deliver to DCT 0057
Account number: 590-07396-1-5
Account name: Bethlehem Redevelopment Association D/B/A Friends of The Colonial

The Colonial’s broker:
Edward Jones
ATTN Security Processing
PO Box 66906
St. Louis, MO 63166-6906

Or download this form and provide instructions to your bank or broker.

This method is easiest for you and ensures the proceeds will benefit The Colonial Theatre almost immediately.  Your broker will require written instructions from you in order to initiate the transfer.

For more information or to notify us of your gift, contact: Christine Kelly, Executive Director, at 603-869-5603 or ckelly@bethlehemcolonial.org.

Note: The Friends of the Colonial operates under the non-profit auspices of the Bethlehem Redevelopment Association (IRS # 02-0366874).