Gift of Securities Instructions

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Woodward Academy, Inc. . The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for a double tax savings!

 
 Information for Electronic Stock Transfer to Woodward Academy, Inc.
Account# 556-226165-341
DTC# 0015
Tax ID# 58- 062- 5584
Broker Address Morgan Stanley
5565 Glenridge Connector, Suite 1900
Atlanta, GA 30342
Broker Telephone (404) 705-6500 or (800) 825-7171 | Melissa Kaufman Lovell

Please contact our organization via mail, e-mail, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Robert F. Hawks at 404-765-4031. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is 404-765-4049. If sending email, please use the Contact Us link on the left.

Thank you for your support of our organization.