TAKE STOCK AND GIVE IT

A gift of shares of stock

Thank you for your interest in and support of Otterbein Retirement Living Communities. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. You may also transfer certificates directly. Please see the following instructions.

Notification of Contributor Intent

Regardless of the method chosen to deliver a gift of stock, the contributor or transferring broker must provide the following information, for audit and acknowledgment purposes.

• Contributor's name and complete address
• Name and number of securities transferred
• How gift is to be used within the Otterbein ministry:
   o Wherever it is needed most (unrestricted)
   o For benevolent care
   o For endowment
   o Other: Contact a Gift Planner

You may provide a letter or send an email to communicate this information to:
Otterbein Retirement Living Communities
Development Department
580 N. State Route 741Lebanon, Ohio 45036
(513) 933-5442(888) 513-9131(toll-free)
druder@otterbein.org

Securities Delivered Electronically

The following information will help your broker facilitate an electronic transfer of stock.
Custodial Bank: Fifth Third Bank
DTC Number: 2116
Account Name: Otterbein Homes
Account Numbers:
• Unrestricted/Benevolent Care: 10002895217
• Endowment: 010002895225

Note: account number should be one string of numbers without dashes or spaces

Contact at Fifth Third Bank:
Phone: Sharon Carter at 513.358.1874

Securities Delivered by Mail

Mail your unendorsed certificate(s) and stock power, in separate envelopes or have your certificate(s) issued in the name of "Otterbein Homes" and send by registered mail to:

Otterbein Retirement Living Communities
Development Department
Attn: Diane Ruder
580 N. State Route 741
Lebanon, Ohio 45036