Stocks, Mutual Funds, and Other Transfers

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 Truist Bank by calling (404) 724-3556 or via email at TruistBankGiftClearing@Truist.com.

• For transfer of DTC eligible securities:
  Participant Number: 2039
  SEI Private Trust
  Account Number: 7942201
   
• For transfer of physical securities*:
  Truist Bank
  Physical Custody, Mail Coded 803-05-15-10
  303 Peachtree Street, NE
  15th Floor, Suite 1520
  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 Truist Bank by calling 404-724-3556 or via email at TruistBankGiftClearing@Truist.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

Truist Bank
Payee – Piedmont Healthcare Foundation
ABA - 061000104
A/C – 1000214910720
Swift Code for international donors – BRBTUS33
*Please include donor name and any other identifying information in reference details

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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!