To gift securities to AGS, please submit a letter of instruction to your broker, transferring stock from your broker to AGS’s broker through the Depository Trust Company (DTC). Please notify AGS at the time of transfer so we are made aware of your gift. For more information or questions regarding gifts of appreciated securities, please email Nancy Black, Director of Development, or call 404-845-0900 ext: 525.
Please provide your stockbroker with the following account information for transferring securities:
CIBC Private Wealth Management
3290 Northside Pkwy, NW
Atlanta, GA 30327
Email Whitacre Mansfield
Phone: 404 881-3432
Fax: 855 664-6003
Participant # 5409
F/B/O Atlanta Girls School 64-0166-05-4
Keep in Mind:
- If you have securities that are depreciated in value, you may want to sell them yourself and donate the proceeds to Atlanta Girls’ School, enabling you to recognize a capital loss and receive a charitable deduction.
- You typically cannot make charitable stock gifts through an online trading service. If you trade with an online service, please call Charles Elsas for assistance with the transfer of your gift.
- The value of your gift is the average of the highest price and the lowest price on the date the gift is complete and the securities are registered in Atlanta Girls’ School’s name.