- Resident Artists
Increase your gift even more! Ask your employer if it will match your gift to Portland Opera, and apply for the match if they do. Be sure to let us know and you will be recognized at the level of your combined personal and matching gift!
In many cases, making your gift using stock or other appreciated assets offers benefits beyond a simple tax deduction for your gift. It can help you make a larger gift than you normally could, and it also may help you avoid capital gains taxes.
STEP 1 Call Lacey Perry at 503-417-0601 to notify Portland Opera that you intend to give a gift of stock. This ensures that we know which stock gift is yours and timely processing of your gift.
STEP 2 Call your broker and ask for a DTC (Depository Trust Company) donation to Portland Opera's preferred brokerage firm. Your gift should be transferred directly to DTC 0235 at RBC Wealth Management account #30784646 for the benefit of Portland Opera. Your broker should also notify Jennifer Pacific at RBC Wealth Management of the pending transfer at 503-833-5275.
Note: Portland Opera always sells your stock gift immediately to preserve the full value of your gift. The value of the gift for your tax purposes will be the mean value times the number of shares, not the trade price. Portland Opera recommends that you consult with your financial advisor when considering a gift of stock.