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 Director at 973-845-6729. 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 Jeffrey Berns at Morgan Stanley Smith Barney at 973-993-5212.

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

  • Friends: Up to $99
  • Goodfellows: $100 to $249
  • Ambassadors: $250 to $500
  • Champions: $500 to $999
  • Knights: $1,000 to $2,499
  • Heroes: $2,500 to $4,999
  • Touchstones: $5,000 to $9,999
  • Leading Players: $10,000 to $24, 999
  • Deus Ex Machina: $25,000 and above

Thank you for your support!