DTC or electronic transfer is a two-step process:

Step 1
Please notify Erin Dubois at erin.dubois@portsmouthsymphony.org with your intention to donate securities or mutual funds prior to initiating a transfer to the Portsmouth Symphony Orchestra. Prior notification is critical to identifying your gift of securities or mutual funds, as donor information does NOT transmit through the system. In your message, please include:

a. Donor Name, Gift Designation, Year
b. Share Quantity
c. Symbol
d. Financial Institution

Step 2
Our brokerage account is held at Janney Montgomery Scott.

To donate stock, please inform your broker what you would like to donate and the following delivery instructions: 

Deliver To: Janney Montgomery Scott, LLC.
DTC: 0374
Account Number: 8711-5602
Account Name: Seacoast Community Chamber Orchestra dba Portsmouth Symphony Orchestra
Reference: Donor Name, Gift Designation, Year

If you or your broker have any questions, our contact at Janney is Mary Bennett, 703-367-9700, mkbennett@janney.com

PLEASE NOTE: Your donation will NOT be complete until you notify the Portsmouth Symphony Orchestra of your intent to donate securities and until shares are received in our brokerage account. The donor will be sent an official acknowledgement of the gift for tax purposes. The PSO’s Tax Identification [501(c)(3)] Number is 02-0494545.

Thank you for supporting the Portsmouth Symphony Orchestra.