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, Jordan Thompkins, Private Wealth Associate, at (404) 231-6060 or by emailing her at email@example.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.
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 firstname.lastname@example.org, regarding the stock transfer.