Stock Transfer Instructions Thank you for your support of the Colorado Symphony Association. Instructions regarding stock transfers are as follows: If you are transferring stock from your brokerage account, send to: Morgan Stanley DTC #: 0015 Account Name: Colorado Symphony Association Account #: 919-020612 Molly Strenk is our account representative. She can be reached at 303-572-4891 or molly.strenk@morganstanleypwm.com It is helpful if your broker communicates your (or the donor’s) name to Molly Strenk, as well as the name and number of stock shares being transferred, so she will be aware of the transfer, and we can provide appropriate acknowledgement of the donation. If you wish to transfer a stock certificate: To transfer a stock certificate, please send the stock certificate (unsigned) to the address below, as well as an executed stock power with a letter of instruction. For security purposes, please send these documents separately.
Molly Strenk, CFP | PWM Chief of Staff Morgan Stanley Private Wealth Management The 1550 Group 1550 Market St. | Ste 600 | Denver, CO 80202 Phone: +1 303.572.4891 If you have any questions, please feel free to contact: Coreen Miller, CFO and COO 303-308-2468 or cmiller@coloradosymphony.org Colorado Symphony Association 1245 Champa Street, Denver, CO 80204 EIN#: 84-0511458
October 2024