Stock and Mutual Fund Transfer Instructions

DTC or electronic transfer is a two-step process:

Step 1
Please notify Sheryl Sandler at ssandler@bso.org with your intention to donate securities or mutual funds prior to initiating a transfer to the Boston 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, Gift Designation, Year
b. Account Number
c. Share Quantity
d. Symbol
e. Financial Institution

Step 2
Our brokerage account is held at BNY Mellon Securities Corp.

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

Deliver To: BNY Mellon Securities Corp 
DTC: 0443 (Clearing through Pershing LLC) 
For Further Credit to Account Number: AHH400493 
Account Name: BOSTON SYMPHONY ORCHESTRA INC 
Reference: Donor Name, Gift Designation, Year

PLEASE NOTE: Your donation will NOT be complete until you notify the Boston Symphony Orchestra of your intent to donate securities and until shares are received in the Boston Symphony Orchestra BNY Mellon Securities Corp. brokerage account. The donor will be sent an official acknowledgement of the gift for tax purposes. The BSO’s Tax Identification [501(c)(3)] Number is 04-2103550.

Thank you for supporting the Boston Symphony Orchestra.