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Broker: Mike Bell, Jr. at D.A. Davidson & Company
P. O. Box 748 Redmond, WA 98073
7530 164th Avenue NE, Suite A-215 Redmond, WA 98052
Asst. Broker: Trang Bell
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 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
10675 Willows Road NE, Suite 275
Redmond, WA 98052
Phone: (425) 883-4504
Fax: (425) 869-6035