Giving Securities

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, [email protected] 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 Partnerships, Inc.
Federal Tax ID:  56-2158817
Location:  Holly Springs, NC 27540
Account No.:  39016491-1-5
DTC Number:  0057


Financial Advisor, Michael Stone  |  [email protected]

Branch Office Manager, Heather Oakley  |  hea[email protected]

Contact Office

Edward Jones
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.

What is the Annual Fund?

The SWA Annual Fund is the unrestricted financial home of all fundraising efforts and donations for Southern Wake Academy.  Our voluntary gifts come from SWA families, teachers, administrators, staff, board of directors, alumnae, members of the community, and Friends of SWA.

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“Donations will be used to fund our top educational priorities like:

  • Technology
  • Athletics
  • The Arts

Thank you for your support!”

Dave Thomas, Principal

Mission Statement

Southern Wake Academy’s mission is to utilize an integrated, community-based curriculum to sustain a challenging and supportive learning environment for students of all ability levels, particularly those students whose success has been deemed “at-risk” in traditional school settings. SWA will provide an engaging environment where student develop an understanding of life-long learning and citizenship by participating in internships in a variety of community settings.

Giving Information

Our IRS nonprofit status as a 501(c)3, allows every donation to be considered a charitable gift and is tax deductible to the maximum extent of the law. We encourage our donors to consult with their tax advisors to ensure their donations meet IRS requirements.


SWA isn’t like a ‘traditional’ school. If you need help, all my teachers will give me personalized time. It shows they care and are willing to make sure I finish my school work.
Colton Clifton, 8th Grade

Second testimonial goes here.

Second Student, 12th Grade

Third testimonial goes here.

John Doe, Parent