Stock and Securities Transfer Information

Instructions for giving a gift of stock by transfer or other securities and cash to Columbia Theological Seminary are below:

 

Gift of Stock by Wire Transfer

Step 1. Instruct your broker or custodian bank to transfer the gift of stock to:

Participant #2039
FFC Truist Bank
Account Number 1116609 (must be included)
Tax ID 58-0566165
Donor Name:

Step 2. Please have your bank/broker contact Truist Gift Administrator Beverly Glenn at 404-724-3556, when these transfers have been initiated. Taking this step will prevent the transfers from being returned “DK” or Delayed.

Step 3. Notify Columbia of your gift with a copy of your transfer instructions. This enables us to be on the lookout for the gift and confirm any details with you.

By email: Jess Adams at AdamsJ@CTSnet.edu

By mail:

Gift Box 325
Advancement Office
Columbia Theological Seminary
PO Box 520
Decatur, GA 30031-0520

By Fax: 404-687-4532

 

Gifts of Securities Held by Donor

Step 1. Fill out stock power form(s). Your stock power must include a guaranteed signature. You need to fill out a separate stock power for each stock issue you wish to donate.

Step 2. Write a brief cover letter indicating the number and type of shares, the company(ies), and the purpose of your stock gift. This will expedite our acknowledgment process.

Step 3. Mail the certificate(s) without any endorsement or assignment along with your letter (see Step 2) to

Gift Box 325
Advancement Office
Columbia Theological Seminary
PO Box 520
Decatur, GA 30031-0520

Step 4. For security reasons, mail the stock power form(s) you filled out in Step 1 to the same address in a separate envelope from the stock certificate(s).

 

Gifts by Cash Balance Wire Transfer

Step 1. Transfer to:

Truist Bank, Inc.
VABA 061000104
A/C 9088000415
Attn: Gift Clearing
For further Credit to: Account Number 1116609 & Columbia Theological Seminary/Gift Clearing
Donor Name:

Step 2. Step 2. Please have your bank/broker contact Truist Gift Administrator Beverly Glenn at 404-724-3556, when this transfer has been initiated. This will prevent the transfer from being returned “DK” or Delayed.

If you hold non-DTC eligible assets, checks, mutual funds, limited partnerships, bearer bonds or fed book entry assets: Please contact Marty Sadler, Columbia’s Vice President for Business and Finance, at 404-687-4512 or SadlerM@CTSnet.edu.

For questions about any of these processes:

Jess Adams
Raiser’s Edge Database Administrator
404-697-4590
AdamsJ@CTSnet.edu

 

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