Donating Securities to Paideia School

Appreciated stock is a great way to make a gift or pay a pledge to the school.

Instructions to share with your broker or financial advisor are provided below:

1. Notify Paideia of your intention to make a gift of stock. Call or email Claire Hegarty at hegarty.claire@paideiaschool.org or 404-270-2337. 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.
   
   Bank: Truist
   Phone: 404-724-3556
   The Paideia School’s Account Number: 7992137
   DTC Number: 2039, SEI Private Trust Co

3. Once the transaction is initiated, have your broker send details of the gift (stock name, number of shares, date of transfer) directly to Claire at hegarty.claire@paideiaschool.org.

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.

Due to the variable value of stock gifts, if you are using stock to pay a pledge please be aware that you might still have a pledge balance after the transfer settles. Questions about balances after stock transfers should be directed to the Development Office.