Donate Securities

Support Berkshires Jazz with Securities

In addition to traditional ways of supporting Berkshires Jazz through check or credit card, you can donate securities such as, stocks, bonds,  money markets, CDs and, mutual funds. The benefits are many, and include taking any tax deduction based on the full appreciated market value of these securities. This can increase the impact of your donation and enable us to continue our mission of presenting jazz events, supporting jazz education, and promoting the local jazz scene.

The process is fast and easy, thanks to Edward Jones, which has established this giving program for us. For details and to start the process, contact Edward Jones Financial Advisor Corey Degon at Corey.Degon@edwardjones.com or 413-433-0489. He will answer any questions and send the form for your broker or advisor.

You may be also able to donate directly from your Individual Retirement Account. As a 501(c)3 non-profit organization, a charitable distribution to Berkshires Jazz, Inc. allows you to give directly from your IRA, which might satisfy any minimum distribution requirements. There are age and maximum distribution rules for this type of gift, so you’ll want to discuss this strategy with your financial advisor.