The Walker School gratefully accepts gifts of securities. To make a stock transfer, please follow the procedure listed below.
- Instruct your broker to transfer the gift shares directly to The Walker School’s broker, Merrill Lynch.
- The Merrill Lynch DTC# is 5198. The Merrill Lynch account number is 6AK-02002. The name of the account is The Walker School Inc. (Donations Account)
- At the time of transfer, it is very important that your broker provide the details to the Merrill Lynch representative, Janet Cain, Private Wealth Associate, at (404) 231-2444 or by emailing her at firstname.lastname@example.org. The mailing address is: Ponder, Higgins, Jowers & Associates, Private Banking and Investment Group at Merrill Lynch, 3455 Peachtree Road, N.E., Suite 1000, Atlanta, Georgia 30326.
- To ensure that the stock is properly accounted for, ALSO AT THE TIME OF TRANSFER, have your broker contact Assistant Director of Advancement, Cathy LaClaire, at (678) 581-6904 or email@example.com, regarding the stock transfer.