Stock Transfer Instructions | Hopelink

Stock Transfer Instructions

Stock Transfer Instructions

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
(425) 497-3415

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
10675 Willows Road NE, Suite 275
Redmond, WA 98052
Phone: (425) 883-4504
Fax: (425) 869-6035
Email: jcraswell@hopelink.org