An outright gift of appreciated securities to Philadelphia Theatre Company is a quick and easy way to make a meaningful gift, avoid capital gains tax, and receive an income tax deduction for the fair market value of the stock (the average of the high and low price of the stock on the date that it was received).

The following information will enable your broker to facilitate an electronic transfer of stock:

• Oppenheimer & Co., Inc.
  Attn: Frank Osinski, Jr.
  60 N. Main Street, Suite 200
  Doylestown, PA 18901
  Phone: 215.348.8104
  Account Name: Philadelphia Theatre Company

It is important that you notify the Theatre in advance of making a gift of securities. Without such notice, gifts of stocks may be transferred to PTC with the identity of the donor unknown, making proper credit and timely acknowledgement extremely difficult. If you require more assistance on making a transfer of securities, please contact James J. Lynes, Director of Development, at 215.985.1400 x103 or jlynes@philadelphiatheatrecompany.org.

Gifts of stock may also be made to PTC to fund a life income plan, such as a charitable remainder annuity trust or charitable remainder unitrust that pays annual income to you or another beneficiary before PTC receives the remainder.

> Download sample stock transfer letter