Cambridge Symphony Orchestra
P.O. Box 410002
Cambridge, MA 02141

Step 1

Please notify Erik Ryan with your intention to donate securities or mutual funds prior to initiating a transfer to the Cambridge Symphony Orchestra. Prior notification is critical to identifying your gift of securities or mutual funds, as donor information does NOT transmit through the DTC system. In your message, please include:

a. Donor Name
b. Share Quantity
c. Symbol
d. Financial Institution

Step 2

Our brokerage account is held at Fidelity Depository Trust Company.

Broker instructions to deliver securities to our account are as follows: 

Deliver To: Fidelity Investments
DTC: 0226
Account Number: Z29-854209
Account Name: Cambridge Symphony Orchestra, Inc.
Reference: Donor Name, Year

PLEASE NOTE: Your donation will NOT be complete until you notify the Cambridge Symphony Orchestra of your intent to donate securities and until shares are received in the Cambridge Symphony Orchestra Fidelity Depository Trust Company brokerage account. The donor will be sent an official acknowledgement of the gift for tax purposes.

The Cambridge Symphony Orchestra Tax Identification [501(c)(3)] Number is 04-2674877.

Thank you for supporting the Cambridge Symphony Orchestra.

1. Check with your employer's HR/Payroll department and ask about their matching gift program

2. Provide the following: Cambridge Symphony Orchestra; EIN: 04-2674877

3. Donate to the CSO and keep the receipt

4. Complete and submit the matching gift request form provided by your employer, including the donation receipt