How to Give

Stock Donations as Legacy Gifts

Donate Stocks

One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Agnes Scott College instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Please provide the following information in your request when directing your broker to transfer your shares to Agnes Scott:

  • Agnes Scott College
  • 141 East College Avenue
  • Decatur, GA 30030-3770
  • Tax ID (EIN): 58-0566116
  • Account Name: Agnes Scott College
  • Account Number: 1121956
  • Participant (DTC) Number: 2039

For questions, your broker may contact our representative at Truist:

  • Janel Liddelow-Johnson
  • Telephone: 404-230-5076
  • Email: TruistBankGiftClearing@Truist.com

It is important to notify Agnes Scott College of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact Bret Busch at 404-471-6105 or bbusch@agnesscott.edu.

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.