Transferring your stock to Newbreak may help reduce capital gains tax and maximize your tax deductible donation. Please consult with your tax professional or financial advisor to discuss in further detail.
To transfer stock to Newbreak:
1. Initiate stock transfer from your brokerage account
2. Direct transfer of stock to account listed below
3. Submit online Stock Transfer Form to notify us of the gift
We will coordinate the rest and apply the settlement value of the stock to your Newbreak giving statement.
Charity Broker’s Name: Raymond James Financial Services
880 Carrillon Parkway
St. Petersburg , FL 33716
Newbreak's DTC Number: 0725
Newbreak's Account Name: La Jolla Christian Chapel Account (DBA: Newbreak Church)
Newbreak' Account Number: 46274143
Newbreak's Federal Tax ID number: 95-3508412