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Please see the below step-by-step instructions and delivery information for making a stock gift by:

1. Electronic transfer – Your broker can transfer shares using the AHA’s Depository Trust Company (DTC)
2. Mail – You can mail paper certificates to the AHA

You will also receive an email with this information.

Step 1:

Please instruct your broker to transfer the shares to the ľ¹ÏÖ±²¥. account at Merrill Lynch using the following information:

Electronic delivery information to share with your Broker/Advisor (for stock gifts only):

DTC # 8862 Account # 549-02786

Detailed transfer instructions and mailing delivery information: Download and print Stock, Bond & Mutual Fund Donations to AHA Form and mail it to:

Treasury Department
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7272 Greenville Ave.
Dallas, TX 75231

Please ask sending broker to include identifying information (i.e. donor name, address, phone number, etc.) in the transfer notes so that we may properly credit your donation. Also, please note that as of August 7, 2017, the DTC number above is new though still belongs to Merrill Lynch (account number remains the same).

Step 2:

Please ask sending broker to email or fax the Stock Gift Notification form above to Merrill Lynch so that AHA can identify the gift and send a tax receipt to donor. *Please notify us [email protected] before sending odd lot bonds.