Gifts of Stock

For gifts of stock to Christ the King School, please follow the procedures described below.

If the stock is in a brokerage or trust account:
1. Instruct your stockbroker by telephone and then follow up with a letter to have the gifted stock transferred to Christ the King School's account with the brokerage firm listed below.

Charles Schwab (DTC# 0164)
Brady A. Stoor, CFP, MSFP - brady.stoor@schwab.com
3314 Peachtree Road, N.E. Atlanta, GA 30326
Phone: 404-364-1937
Fax: 404-364-1940

Christ the King School's Tax ID Number is 58-2495851
Christ the King School's Charles Schwab Acct # 45493276

When directing your stockbroker to make a gift to the school, you must include the Charles Schwab DTC number, as well as the CKS Charles Schwab Account number and the CKS Tax ID number.
2. Please contact Camille Naughton, Director of Development for Christ the King School, at 404-233-0383 ext 403 or e-mail at ccnaughton@christking.org to advise her of your stock gift. You will need to include the name of the stock, the number of shares, the date of the donation and the purpose of the gift.

You will receive an acknowledgement letter for the gift within 30 days, detailing the number of shares, the stock issuer, and the date of the gift.

If the gift is in the form of a stock certificate registered in your name:
1. For Transfer of Actual Certificates by Mail:

  • Mail the actual certificates by registered mail, requesting a signature as proof of delivery.
  • In a separate envelope, also by registered mail, mail a signed stock power of authority, to transfer ownership of the stock to Christ the King School. Include a signed, guaranteed gift letter stating the number of shares, name of stock, date and recipient of stock.
  • You will receive an acknowledgement letter within 30 days, detailing the receipt of number of shares, the stock issuer, and the date of the gift.

2. For Hand Delivery of Certificates:

  • If you decide to bring the certificates to Christ the King School, please schedule an appointment with the Development Director and have the following complete before hand: a signed, guaranteed gift letter stating number of shares, name of stock, date and recipient of stock; and a signed stock certificate.
  • At your appointment, you will sign over your stocks and be issued a receipt for the delivery of the shares. The receipt includes: name of the owner listed on the shares, number of shares, name and class of stock.
  • You will receive a receipt of the number of shares, the stock issuer, and the date of the gift.

Thank you for your contribution to Christ the King School!

Christ the King School
46 Peachtree Way | Atlanta, GA | 30305 | 404.233.0383 |  404.266.0704 FAX