Stock

Giving stock or appreciated securities is another thoughtful way to support the Charleston Symphony. Please advise your broker to contact Millennium Private Wealth, Wells Fargo Clearing Services, with instructions for the transfer by phone or email:

Account Rep: Kim Mathewes
Email: Kimberly.Mathewes@MillenniumPW.com
Phone: (843) 471-2641

Account Name: Charleston Symphony Orchestra
CSO Account #: 7643-8103
DTC #: 141

**When gifting, please notify the brokerage office below to provide the donor’s contact information.**

Millennium Private Wealth
Wells Fargo Clearing Services, LLC
225 Seven Farms Drive, Suite 300
Daniel Island, SC 29492
(843) 471-2641
Kim Mathewes, Operations/Administrative Manager

You can also notify the CSO directly prior to any stock transfer so that we can properly identify and acknowledge your gift. Notifying us that the transfer is occurring is very important; it is the only way we can credit you for the donation, as your name does not transfer with the stock.

Bequest

Make a gift after your lifetime through your will or trust.  This can be a fixed dollar amount, a specific asset, or a percentage of your estate.

Retirement

This can be the most heavily taxed asset in many estates.  Choosing this as your gift might leave your less tax-burdened assets to your loved ones.

Real Estate

Contributing property after your lifetime or when it is no longer needed can be a game-changing gift.

Legal name for estate planning: Charleston Symphony Orchestra

Tax ID: 57-6000192

Endowment Giving

The Charleston Symphony is able to bring the gift and joy of music into the lives of many, thanks to the wonderful supporters we have. As generations come and go, the Charleston Symphony has the opportunity to remain, keeping the music vibrant and impactful. By making a contribution to the endowment, your gift will continue to live on, allowing the Charleston Symphony to survive in your legacy. Each gift made to the endowment will continue to provide support to the Charleston Symphony, for as long as it shall live, affecting the lives of each new generation that steps through the doors of the performance hall.

MUSIC MATTERS

Click here to learn more about the Charleston Symphony’s first-ever Endowment Campaign.

Charitable Trust

Trusts can combine flexible benefits including a generous income, tax benefits and a powerful gift to the Charleston Symphony.

Corporate Giving

There are multiple ways your corporation can give to the Symphony. Please give us a call to find out how.