Southern Wake Academy

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Marketable Securities – Stock, Bonds & Mutual funds

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SWA gratefully welcomes gifts of stocks to SWA!

Marketable securities are the most common form of property given to non-profit institutions. The Office of Development offers our constituents many ways to give to SWA, including the gift of stocks, bonds, and mutual funds.  With a gift of securities held for the required holding period donors are entitled to charitable deductions for the fair-market value of the asset in the year of the gift.  We encourage you to consider this option to support SWA, and recommend that you contact your tax advisor to determine any tax implications associated to this type of donation.

Please contact Mike Heavey, Director of Development, by email, to advise him of your transfer of stock, and include the following information to begin processing your order:

  • Number of shares being transferred
  • Name of securities being transferred
  • Brokerage firm making the transfer


Directions for transferring stock electronically to SWA

Via EdwardJones:

Legal name: Corporation for Educational Partners, Inc.
Federal Tax ID: 56-2158817
Location: Holly Springs, NC  27540
Account No. 39016491-1-5
DTC Number: 0057


Contact Office:                  

Main Street Square
1001 Hayes Lane, Suite 102
Holly Springs, NC 27540
Tel. 919-552-4520

We encourage you to contact Michael Stone, Financial Advisor, or Heather Oakley, Branch Office Administrator, at the Edward Jones office in Holly Springs, NC for questions or clarification to process your gift securities.

SWA Corporate Sponsors tax incentive:

Southern Wake Academy is designated as a 501(c)3 nonprofit organization by the IRS.  Your donations of stock, bonds and mutual funds are tax deductible to the maximum extent allowed by law.  Please consult your tax advisor to ensure that you receive the proper tax credits when filing your tax returns.

Please feel free to contact Mike Heavey, Director of Development, to learn more about our fund development program, or discuss donating stocks and other financial gifts to support SWA.

We are always interested in hearing your ideas to support SWA!

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