How to Make a Stock Transfer
Bonds and mutual funds that are worth more than they cost can result in significant tax savings. Giving stock through electronic transfer is the easiest and most expedient method of giving if you maintain holdings in a brokered account. You will need to provide the following information to the transferring broker:
Account number: 10255109
DTC Number: 0725
Clearing Broker: Raymond James Associates
William L. Waters II, CIMA
6392 First Ave. N.
St. Petersburg, Fl 33710
Please alert our Chief Development Officer, Alizza Punzalan-Randle, 727-821-1200 ext 110, before the transfer so we can make arrangements with our broker to receive the stock and properly acknowledge your donation. Consult your financial advisor for more information.