MAKING A GIFT OF SECURITIES TO NEW BALLET

We would like to begin by thanking you for your support of New Ballet! If you are interested in donating stock to New Ballet, we are set up to accept these donations in support of our 501(c)3 not-for-profit corporation.

Please allow us to share some instructions to ensure that your gift arrives in New Ballet’s account safely, and that it is accounted for properly.

  • Please begin by instructing your brokerage firm to transfer the securities via an electronic transfer to New Ballet’s account at Morgan Stanley using the information below:


DTC Eligible Securities:
Clearing Number 0015
FBO NEW BALLET SCHOOL DOWNTOWN SAN JOSE
A/C Number: 101-225497-215

  • Please contact New Ballet’s Development Staff (see contact info below) with information regarding your securities donation prior to the transfer including:

    • Your name

    • Your contact information (phone, address, email)

    • The name of the stock you are transferring

    • The number of shares you are transferring

  • DISCLAIMER: Please ensure that your stock is processed, recognized, and acknowledged by alerting development staff prior to the transfer. 

  • New Ballet’s Development Staff:

Jennifer Burton
Development & Communications Coordinator
jburton@newballet.com
(915) 731-8740 (m)

cc/Vivian Do
Accounting Manager
vdo@newballet.com 

  • Copies of your donation should be submitted to New Ballet’s account manager at Morgan Stanley:

℅ Roger Gallagher
Morgan Stanley
225 W Santa Clara St Suite 900
San Jose, CA 95113
Roger.A.Gallagher@morganstanley.com 

 

Thank you for your generous support!