Gifts of Stock
In addition to gifts of cash, check or credit card, you can also donate gifts of stock or other appreciated securities.
- Instruct your broker to transfer the gift shares directly to Woodward Academy's broker, CIBC Private Wealth Management.
- To ensure that stock gifts have been correctly processed, at time of transfer please contact Claire Hegarty, Director of Advancement, at firstname.lastname@example.org or 404.765.4043.
- At the time of transfer, it is very important that your broker provide the details to the bank representative, Whitacre Mansfield at email@example.com or 404.881.3432.
- Woodward Academy's account number is 64-0079-03-4.
- The DTC number is 5409 (Reliance Trust).