How to Give Gifts of Securities

Just prior to, or immediately following a transfer of securities, you or your broker should contact Stephanie Le at Arbor Hospice at 248.346.4253. If you need assistance with the transfer, please contact David Dannels, Jr. at 616.774.4287 at The Veldheer, Long, Mackay & Bernecker Group.

Your gift may be completed via one of the following two methods:

Wire Instructions/Transfer

This is the preferred method as it is safer and there are no brokerage fees

For Stocks, Mutual Funds, and Corporate Bonds Held by a Broker:
DTC:  Merrill Lynch
DTC 8862
For credit: 676 04J53
Name of: Arbor Hospice

For Incoming Federal Funds:
Retail: Bank of America
ABA 026009593
Credit to: Merrill Lynch
Account: 6550113516
Further credit to: Arbor Hospice
Account: 676 04J53

Stock Certificates

This method is slower and more costly

For Actual Stock Certificates

  1. Donor’s name should be on the certificate.
  2. Donor must sign Bond and Stock Power Form as their name appears on certificate.
  3. Need letter stating that stock is intended to be deposited into HOM account.
  4. Send Stock Certificate, Bond and Stock Power Form by certified mail to:

Arbor Hospice
400 Galleria Officecentre, #400
Southfield, MI 48034
Attn: Stephanie Le, Development Department

Arbor Hospice thanks you for your consideration and generosity.
Please do not hesitate to call us for assistance.