Supporting Walker
Ways to Give

Gifts of Stock

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.
  1. Instruct your broker to transfer the gift shares directly to The Walker School’s broker, Merrill Lynch.
  2. 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)
  3. At the time of transfer, it is very important that your broker provide the details to the Merrill Lynch representative, Jordan Thompkins, Private Wealth Associate, at (404) 231-6060 or by emailing her at jordan.thompkins@ml.com . The mailing address is: Ponder, Jowers & Associates, Merrill Lynch, Pierce, Fenner and Smith, Inc., 3455 Peachtree Road, N.E., Suite 1100, Atlanta, Georgia 30326.
  4. 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 , regarding the stock transfer. 
Back
  • Main Campus

    700 Cobb Parkway North
    Marietta, GA 30062
    770.427.2689
  • Primary School

    830 Damar Road
    Marietta, GA 30062
    770.427.2689
The Walker School is a private, co-ed day school offering opportunities in academics, arts, and athletics for preschool, elementary, middle, and high school students in Metro Atlanta.