Gifts of Stock

THE SHAKESPEARE THEATRE OF NEW JERSEY
INSTRUCTIONS FOR MAKING A GIFT OF STOCK

1) Call your broker with the following information needed to transfer stock directly into The Shakespeare Theatre of New Jersey’s account:


DTC# 0015 (Morgan Stanley)
Account # 263-109999-306


2) Contact the Theatre’s Development Department at 973-845-6732. The Theatre does not receive information on the donor source with the stock gift information. Calling the Theatre assures proper acknowledgement of your gift.

Once transferred into the Shakespeare Theatre account, at Morgan Stanley, the stocks are sold immediately, and the proceeds are forwarded to the Theatre. Your acknowledgement will reflect the exact amount of the transaction before the broker fee, if any. If you have questions relating to the transfer of your gift, please contact Jeff Berns (assistant Carmel), the account contact at Morgan Stanley, at 973-993-5212.

Please refer to the following levels of giving before making your gift:

  • $50,000+ – Shining Stars
  • $25,000 - $49,999 – Deus Ex Machina
  • $10,000 - $24,999 – Leading Players
  • $5,000 - $9,999 – Touchstones
  • $2,500 - $4,999 – Heroes
  • $1,000 - $2,499 – Knights
  • $500 - $999 – Champions
  • $250 - $499 – Ambassadors
  • $100 - $249 – Goodfellows
  • Under $100 – Friends

Thank you for your support!