Stock Transfer Instructions

End of year activities keep everyone busy, but please remember Paideia and send in your year-end pledge payment or annual fund gift. Paideia and your tax advisor will be grateful. If you would like to make your pledge payment or a gift to Paideia with appreciated stock, just follow these simple steps:

1) Notify us of your intention to make a gift of stock. Call or email April Castro at (404) 270-2358 or castro.april@paideiaschool.org.

In order to properly credit your gift, we must be aware of the transfer details.  Because DTC information often does not include the owner of the assets, stocks sent without advance notification cannot be matched to the donor(s). 

2) Supply your broker with our broker’s information. SunTrust is the only authorized brokerage account for gifts to Paideia School.

3) Send a copy of your stock transfer authorization letter or details of the gift   (stock name, number of shares, approximate date of transfer) to April Castro at Paideia School, or have the individual performing the transfer contact April directly at castro.april@paideiaschool.org or 404-270-2358.  Our fax number is 404-687-9751.

In accordance with IRS guidelines, the date of the gift will be the date that Paideia School assumes ownership of the shares.  For crediting purposes, the value is determined as the average of high and low listings for the stock on that date. 

Gifts of appreciated Mutual Fund shares are welcome, but significantly more complicated.  Please allow 10 business days to process.

If you have any questions or need additional information, please call April Castro in the Development Office at Paideia School at the email address or phone number above.