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 at 404-724-3556 or 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 St., 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. They will likely require a special form and signature guarantee 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 two-four 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 the donor's name and any other identifying information in the reference details.

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
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!

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