The Paideia School

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 Investment Services, Inc.

    Phone: 1-888-516-5247 Option 3
    The Paideia School’s Account Number: AX6-045772 
    Truist DTC Number: 0226

  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 Claire Hegarty at Paideia School, or have the individual performing the transfer contact Claire directly at hegarty.claire@paideiaschool.org or 404-270-2337.

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.