Stock Transfers

How to Make a Stock Transfer

Bonds and mutual funds 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. 

Please contact our Chief of External Affairs, Sheryl Zeitler, at 727-601-7479 or, before 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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