GIFTS OF APPRECIATED SECURITIES (stocks) are simple and beneficial. Donors can receive, in the form of a tax deduction, the full fair market value of the stock at the time the gift is made, as long as the stock has been held for at least one year.

Thank you in advance for considering this highly effective method of supporting Steppenwolf. Be sure to confirm the benefits you will receive by contributing appreciated securities with your tax accountant prior to making your gift.

Steppenwolf Theatre Company's easy, cost-effective process for handling gifts of appreciated securities is as follows:

1. Alert the Director of Individual & Major Gifts at Steppenwolf at (312) 654-5601 of your intent to donate appreciated securities.
2. Contact the office of Bruce Marcus at UBS Financial Services at 800-621-6525 to inform them of your intention, and to let them know how the gift will arrive.
3. Forward by letter or fax to UBS Financial Services a statement that you are transferring shares to Steppenwolf Theatre Company.
4. Upon receipt of the shares in good order, UBS Financial Services will liquidate the securities in the most cost-effective manner for Steppenwolf.
5. UBS Financial Services will document the receipt and sale of the donated stock to the donor, and to Steppenwolf.
6. Steppenwolf will issue an acknowledgement letter to the donor.

For physical deliveries:

For more information, please contact Brooke Walters, Director of Individual & Major Gifts, at (312) 654-5601 or bwalters@steppenwolf.org.