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Broker: Mike Bell, Jr. at D.A. Davidson & Company
10400 NE 4th St Ste 400
Bellevue WA 98004
Contact: Ali Fialho
Acct Number: 5571-8174
DTC Number: 0361
“I gift and share_____shares of_____stock from my account to Hopelink’s account #: Office 5571-8174 at D.A. Davidson & Company.”
Note: This letter is very important as it will allow Hopelink to identify who is donating the shares upon receipt of the transfer.
b. If transfer brokerage is not D.A. Davidson, an ACAT Transfer must be done. Please contact your broker and then include in the donor letter the name of donor brokerage and Hopelink’s broker’s name (Mike Bell, Jr.). Also include the DTC number 0361.
b. Send certificate along with gift letter (see 1.a. above) to Mike Bell, Jr. at D.A. Davidson or Josalyn Ford at Hopelink. We will value the certificates on the date of transfer. In addition to a gift letter, you will need to sign a stock power if you have a certificate in your name and want to deposit it into Hopelink’s account at D.A. Davidson.
Hopelink Contact: Josalyn Ford, Vice President, Development
PO Box 3577
Redmond, WA 98073
Phone: (425) 952-3042
Fax: (425) 869-6035
For a printable version of this letter, click here.