Consult your personal tax advisors regarding the tax benefits of donating appreciated securities. Conservatory staff cannot legally provide tax or estate planning advice.

Contact:
Bevin Lemere, Director of Finance
(914) 761-3900 ext. 108
musicar@musiced.org

Instructions Donating Securities:

1. Donating Securities:
   Instruct your broker to transfer the stocks or securities to the Music Conservatory’s account at Morgan Stanley. Account information may be obtained by contacting the Conservatory’s Finance Director Bevin Lemere: (914) 761-3900 ext. 108 or bevin@musiced.org. Please include your name, the name of the securities, number of shares, and expected date of transfer. Gift is at the mean price (high/low average) on the day the stock is received in our account.
2. To donate unendorsed stock certificate(s), mail the certificates, registered in your name, to Bevin Lemere, Director of Finance, Music Conservatory of Westchester, 216 Central Avenue, White Plains, NY 10606. In a separate envelope, mail a signed stock power, available from your broker. Gift is valued at the mean price on the date the later of the two envelopes (stock certificates and signed stock power) is postmarked.
3. It is possible to endorse a security and deliver it to the Conservatory; however, it may be some time before the stock transfer can be finalized. Therefore, this method is not recommended.
4. When giving other types of securities, such as mutual funds, bonds or notes, please obtain specific advice from your broker or advisor.

The Michael Pollon Society
Create your musical legacy by remembering the Music Conservatory of Westchester in your will or estate plan. We will work with you to customize your gift to support the program of your choice.

Your bequest may also offer tax benefits to help you meet your financial and estate-planning goals:

• Eliminate long-term capital gains tax
• Receive a current income tax deduction
• Reduce possible estate and gift taxes
• Increase income and effective rate of return

Michael Pollon (1913-1996) joined the Conservatory faculty in 1938 and served as its Executive Director from 1964 to 1985. Under his leadership the school earned accreditation from the National Association of Schools of Music and grew to become the region’s premiere place for high quality community music education. Mr. Pollon mentored students like concert pianist Garrick Ohlsson and New York Philharmonic flutist Mindy Kaufman who would go on to major careers. Born in Vienna, he studied piano and musicology in Berlin and Prague, where his teachers included renowned conductor George Szell. His legacy of excellence, leadership and musicianship continues to this day. The Conservatory is proud to accept planned gifts in his memory.