Asset Delivery Instructions

STOCK HELD BY BROKER

The Overlake Foundation accepts shares of common stock. Closely held stock will be accepted on a case-by-case basis. Most shares of stock held by a broker are eligible for delivery through the Depository Trust Company (DTC).

To transfer shares, please direct your broker to deliver to our bank custodian:

Merrill Lynch
DTC: 8862
Account #: 28196041
Contact: Mark Pederson
Phone: 425.468.1209
Fax: 425.354.5234
Address: 10400 NE 4th St Suite 2500 Bellevue, WA 98004
 

The value of a gift of readily marketable stock is the mean between the high and the low share price on the day the stock is received into the above account.

Please note: A donor's instructions to a broker to transfer stock are not sufficient to complete the gift. For DTC transfers, the date of gift is the date that DTC actually transfers your stock to a Foundation account.

Please contact Carmen Nelson-Moore at carmen.nelsonmoore@overlakehospital.org or 425.688.5522 prior to asset delivery.