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Foundation

Donating Stocks and Mutual Funds

Gifts of appreciated securities, such as stocks and mutual funds, that have been held for over a year are a wonderful way to support Piedmont while potentially realizing important benefits for yourself:

  • Reduce or avoid paying capital gains tax
  • Receive an income tax deduction for the full fair market value of the securities
  • Rebalance your investment portfolio
  • Electronic transfer from your bank or brokerage is easy!


How to Donate Stock

Instruct your broker to transfer shares to Piedmont Healthcare Foundation (Federal Tax ID: 58-1272768). Your broker should contact Beverly Glenn at SunTrust Bank by calling (404) 724-3556 or via email at beverly.glenn@suntrust.com.

For transfer of DTC eligible securities:
Participant Number: 2039
FFC SunTrust Bank a/c 11188
Account Number: 7942201

For transfer of physical securities*:
SunTrust Banks, Inc. 
Free Movement, Mail Coded 3132
15th Floor, Suite 1520
303 Peachtree Street NE 
Atlanta, GA 30308

*Please reference account #7942201 and Piedmont on the documentation accompanying the stock certificate(s). 


How to Donate Mutual Funds

Contact your mutual fund company about the process of transferring mutual fund shares. A special form and signature guarantee will likely be required by them to initiate a charitable transfer. Contact Beverly Glenn at SunTrust Bank by calling (404) 724-3556 or via email at beverly.glenn@suntrust.com to complete the transfer. Because the process of transferring mutual funds typically takes 2-4 weeks, we recommend beginning end-of-year transfers in November.


How to Wire Cash

SunTrust Banks, Inc. 
ABA 061000104
A/C 9088000415 (F&E Specialty Practice)
Attn: Gift Clearing
In order to credit the gift to Piedmont, you must further reference account #7942201 and Piedmont.


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Once your gift is made, please contact the Foundation to ensure proper crediting and designation of the gift:
    
Anna Johanson McConnie – Director, Business Operations & Grants
2001 Peachtree Road NE Suite 400, Atlanta, GA  30309
Phone: (404) 605-2867  Fax: (404) 609-6758
Email:  anna.johansonmcconnie@piedmont.org

By donating appreciated securities, your generous contribution shows you care deeply about the people whose hearts and lives Piedmont touches every day. Thank you!