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