Stock Transfer

One way to give a gift is to transfer stock that has been held for over one year. This method of giving allows you to buy low and give high to make a contribution that costs you less than the benefit it delivers, all while avoiding capital gains tax. To transfer stock to Sheppard Pratt Health System, please share the following information with your broker.

1. Brokerage

Raymond James Prime Broker
880 Carillon Parkway
St. Petersburg, FL 33702
FBO: Sheppard Pratt Health System, Inc.
Account Number: 403WX762

2. Account Number

403WX762

3. Name of Account

Sheppard Pratt Health System, Inc.

4. Tax ID Number

52-0591684

5. Wire Instruction

DTC - 725
Institutional ID - 94205
Agent Bank ID - 94205
Account Number - 403WX762

If you plan to transfer stock to Sheppard Pratt Health System, please contact Marguerite Kelley, vice president of philanthropy, at mkelley@sheppardpratt.org or 410-938-4018, to inform her of your gift and ensure timely processing and acknowledgement.

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