Stock Gift Form

This form allows you to declare your intention to make a publicly traded stock gift to Advent Episcopal School. To make the transfer of your gift as easy as possible, we have a three step process:

  1. Complete the informaton requested below. (You may want to keep a copy for your records).
  2. School will contact you with the transfer instructions after we have received your completed form.
  3. You will need to provide the transfer instructions to your broker.

The information collected in the form will allow Advent Episcopal School to credit your gift appropriately and in a timely manner.

This specific form allows you to designate your gift to one of the four funds listed below. You will be asked to select the fund where you would like your gift to be designated. 

Advent Episcopal School Funds
Advent Fund
Una & Craig Battles Innovation Fund
Rick Phillips Community Service Fund
Memorial Gift

If you are interested in making a gift to the Endowment Fund, please complete the "Stock Gift Form—Endowment Fun".

Please note: You must contact your broker to initiate the actual transfer.

Once you have completed and submitted this form, the school will send you an email with complete stock transfer information. For specific questions, contact cvaughn@adventepiscopalschool.org.
Donor Information
Address Information
Broker/Stock Information
mm/dd/yyyy
1,000
5,000
Gift Selection Information
DATA PRIVACY STATEMENT: Information provided by you on this form will be used by Advent Episcopal School for the purpose of correctly recording your stock gift. Personal information contained in Institutional Advancement Office records is used only for Advent Episcopal School related business.
If it is your intent to make a gift of stock to Advent Episcopal School as outlined above, please click 'Submit' below.
After submitting this form, the school will send you specific stock transfer instructions via email.
Note: You must contact your broker to initiate the actual transfer.
Founded in 1950 and located in downtown Birmingham, Alabama, Advent Episcopal School is a coeducational, college-preparatory day school for students grades Pre-Kindergarten through 8th.