Making Gifts of Stock

Durham Academy gratefully welcomes gifts of stock. Donors may avoid capital gains taxes by transferring stock directly to Durham Academy.

 

The account information below should provide everything needed to complete a transfer to Durham Academy.

 

**IMPORTANT! Please let Leslie Holdsworth, Director of Development, know in advance of your transfer so your gift may be processed in a timely manner and correctly credited. Please send an email to leslie.holdsworth@da.org or leave a voicemail at 919-489-6569, ext. 6148, and include the type of stock and number of shares you are transferring.

 

Broker: Smith Barney

Our account representative, Ward Flintom, can be reached at (919) 490-7188. His email address is r.ward.flintom@smithbarney.com.

 

Durham Academy Account Number: 043-107594-534

DTC# 0015

 

Durham Academy Federal Tax ID:  56-0538019