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

William L. Waters II, CIMA

6392 First Ave. N.

St. Petersburg, Fl 33710

727-343-3108

William.Waters@RaymondJames.com

Please alert our Chief Development Officer, Alizza Punzalan-Randle, 727-821-1200 ext 110,Β  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.