Many people find that donating stocks, bonds or shares in mutual funds
can lead to a gift much larger than they thought they could give. A
gift of securities should be discussed with your financial advisor and
a member of Prevent Child Abuse Georgia's planned giving staff. In general,
if the securities are held in "street name," they may be transferred
to Prevent Child Abuse Georgia, DTC formatted, as in the following examples.
For an outright gift of securities
Broker/dealer (DTC) number is 0216.
Account number is 1845-5766-8-021.
Account is with American Express Financial Advisors
For a planned gift
DTC 987
Bank of America
Account Provided By Prevent Child Abuse Georgia Resource Development
Department
In this example, The Bank of America
would be notified prior to delivery in order for Prevent Child Abuse
Georgia to accept the stock transfer. There
is another option.
You can establish a temporary account at your brokerage in the name
of Prevent Child Abuse Georgia and transfer the donated securities to
that account. The transferred securities should then be liquidated immediately.
After the transaction, ON THE SAME DAY, please call Prevent Child
Abuse Georgia's Director of Resource Development at (404) 870-6558.
You'll get more information particular to your situation about how to
complete the transaction.
For more information, call 404-870-6565.