Friday, January 14, 2011

Gifting Shares of Stock to `Iolani School

Use the following steps when you wish to transfer shares of stock
to `Iolani School through Merrill Lynch

1. Call Carolyn Lee...(808) 525-8320 or
Carol Sakamoto...(808) 525-8390 at Merrill Lynch

They will:
• Assist you in transferring your stock
• Sell your stock at an appropriate time
• Send `Iolani School a check from the sale of the stock

2. Call one of us to let us know you are transferring stock to `Iolani
o Jane Heimerdinger at (808) 943-2325 or
o Chris Shimabukuro at (808) 943-2256 or

3. We will:
• Call you when `Iolani receives the check from the sale of stock
• Credit your account at `Iolani as a result of this gift

 DTC #... Merrill Lynch DTC # 5198 (in case it is asked for)
 Tax I.D. # for `Iolani School is 99-0073502
 Stock value: The value of your stock is recorded as the day it was transferred into our account.

 School’s account # : if they should ask for it, call Chris or Jane for the #

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