The Walker School accepts gifts of publicly traded securities. A gift of appreciated securities held for more than one year is one of the most tax-wise ways to make a donation. You receive the immediate fair market value as a charitable deduction and can avoid capital gains tax.
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 8862. 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, Michele Logan, Senior Private Wealth Associate, at (404) 231-2465 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.