Stock Transfers

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:Β  Β  Raymond James Associates - Hake Investment Group

Thomas J. Hake, M. Fin

100 2nd Avenue South - Suite 206N

St. Petersburg, Florida 33701

727.477.1700

thomas.hake@hakeinvestmentgroup.com

Please alert our Chief Development Officer, Alizza Punzalan-Randle and/or Director of Donor Engagement Matt Thorn at 727-821-1200 ext 123 or gifts@thespfc.org, prior the transfer to prepare our broker to receive the stock and properly acknowledge your donation. Please consult your financial advisor for more information.

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