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:
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
For credit: 676 04J53
Name of: Arbor Hospice
For Incoming Federal Funds:
Retail: Bank of America
Credit to: Merrill Lynch
Further credit to: Arbor Hospice
Account: 676 04J53
This method is slower and more costly
For Actual Stock Certificates
- Donor’s name should be on the certificate.
- Donor must sign Bond and Stock Power Form as their name appears on certificate.
- Need letter stating that stock is intended to be deposited into HOM account.
- Send Stock Certificate, Bond and Stock Power Form by certified mail to:
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.