Stock Transfer Instructions | Hopelink Hopelink

Stock Transfer Instructions

Stock Transfer Instructions

Broker: Mike Bell, Jr. at D.A. Davidson & Company
10800 NE 4th St Ste 400
Bellevue, WA 98004

Contact: Ali Fialhol
425-467-2208

Acct Number: 5571-8174

DTC Number: 0361

Ways to transfer stock

  1. Electronic transfer of stock
    a. It is advised that donors send an email or dated letter to Hopelink and/or D.A. Davidson alerting us of the pending transfer. The letter should state the following:

    “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.

  2. Send certificates directly to Hopelink
    a. Reissue (if possible) certificates in Hopelink’s legal name with the agency’s tax I.D. number as follows:

    Hopelink
    #91-0982116

    b. Send certificate along with gift letter (see 1.a. above) to Mike Bell, Jr. at D.A. Davidson or Jeni Craswell 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: Jeni Craswell, Senior Director, Development & Communications
Hopelink
PO Box 3577
Redmond, WA 98073
Phone: (425) 883-4504
Fax: (425) 869-6035
Email: jcraswell@hopelink.org

For a printable verion of this letter, click here.