GIVING A GIFT OF SECURITIES TO THE SANTA FE CHAMBER MUSIC FESTIVAL 

Thank you for your interest in making a gift of securities in support of the Santa Fe Chamber Music Festival. Below is information that will help us process your gift and ensure that it’s properly designated for its intended purpose.

Please follow the instructions below for making a gift of stock or mutual fund transfers to the Santa Fe Chamber Music Festival:

I. Instructions for your broker to facilitate a gift of stock or mutual fund transfers:

• Broker: Charles Schwab
• Tax ID: 85-0224461
• DTC: 0164
• Account number: 6050-8667
• Beneficiary name: Santa Fe Chamber Music Festival
• Include the donor name and purpose of the gift

II. Before the gift is transferred, please email the Festival’s Director of Department, Joseph Hohlfeld, at jhohlfeld@sfcmf.org to notify him of your donation and provide as much of the following information as possible:=

• Donor’s name and address (address for tax receipt)
• Purpose of gift and any restrictions or fund designations; indicate if this is a payment on an existing pledge
• Name, location, and telephone number of broker/agent sending stock
• Name and symbol of stock/mutual fund name to be transferred
• Number of shares to be transferred
• Anticipated date of transfer

Please note the following:

The value of your gift for both IRS and gift-crediting purposes is the mean market value of the HIGH and the LOW on the date of transfer. Please be aware that the date of transfer isn’t necessarily the date on which you gave your broker instructions; it’s the date on which the stock enters into the Festival’s account.

For any additional questions, please contact the Festival’s Director of Department, Joseph Hohlfeld, at 505.983.2075, ext. 108, or jhohlfeld@sfcmf.org.

On behalf of the Santa Fe Chamber Music Festival’s staff and Board of Trustees, thank you for your kind support!

Santa Fe Chamber Music Festival | PO Box 2227 | Santa Fe, NM 87504-2227

Enjoy the Many Benefits of Giving

Support the Santa Fe Chamber Music Festival Annual Fund with your gift today, and we’ll say “thank you” throughout the coming year with exclusive benefits listed below.