Step 1: Contact your broker and ask them to transfer the securities to the UBS Financial Services office in Boise using the following detail and the St. Luke's Foundation Transfer of Stock letter.

St. Luke’s Boise/Meridian Medical Center #8B09488
DTC 0221 
UBS Financial Services, Inc. 
1161 W. River St. Ste. 340
Boise, ID 83702 

The securities are transferred electronically from the donor's securities firm to St. Luke's securities firm using the DTC Clearing Number 0221. Please be sure to specify the exact date on which you wish the securities transferred to the St. Luke’s Foundation account.

Step 2: Call St. Luke's Health Foundation at (208) 505-2981 and indicate the following:

• The name and city of your brokerage firm 
• The stocks being transferred
• The date of the transfer

The date of transfer is the date of your gift. The value of the gift is determined by multiplying the number of shares times the mean between the high and low as traded over-the-counter (per IRS regulations). St. Luke’s Health Foundation’s policy is to sell the securities received as gifts upon receipt (within five business days maximum).

Note: if your stock is held personally (i.e., securities registered in an individual's name, please work directly with St. Luke's Health Foundation staff to assure proper delivery and valuation. We'll send you a letter with the exact value of the gift so you'll have this information for your tax records.

If you have questions or need help with specific language, contact Christen Wilmer, Senior Director of Gift Planning, at (208) 505-2981 or [email protected].