Security Transfer Instructions
The John F. Kennedy Center for the Performing Arts, National Symphony Orchestra, and Washington National Opera are pleased to accept donations of publicly traded securities. Since security transfers are handled anonymously we ask you to allow us to acknowledge your generosity as well as provide a receipt for income tax purposes by notifying the Kennedy Center, NSO, or WNO prior to requesting a transfer take place.
To complete your donation, you or your broker representative should contact:
Anya Austria
Office of Development
Phone: (202) 416-8058
Fax: (202) 416-8666
Email: [email protected]
We will need to know the following information:
- name of the Kennedy Center/NSO/WNO donor
- name of the security/securities being donated
- number of shares involved in the transaction
- expected date of the donation transfer
²ÝÝ®ÊÓƵÃâ·Ñ°æapp maintains an account with the brokerage firm of Morgan Stanley Smith Barney. This account should always be used for the deposit of donations. Please do not send gifts of stock directly to the office.
Pertinent information regarding the Kennedy Center, WNO, and NSO's account is as follows:
DTC#: 0015
Brokerage: Morgan Stanley Smith Barney
ABA#: 021000089
Account: 067-180472-167
Account Name: The John F. Kennedy Center for the Performing Arts
KC Tax ID#: 53-0245017
Account Representatives:
Mr. Cal Mercer, Financial Advisor
1747 Pennsylvania Ave, NW Suite 900
Washington, DC 20006
(202) 292-5341
Mr. Michael C. Gardiner, Financial Advisor
150 2nd Ave North Suite 1400
St. Petersburg, FL 33407
(727) 344-6716