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Gifts of Securities

Making a stock gift not only helps Maine Coast Heritage Trust, but may avoid capital gains. If you would like to donate stock, see the instructions below.

Instructions to Broker for Transfer of Gifts of Securities to Maine Coast Heritage Trust via DTC Delivery

Please call or e-mail Marj Whitman at MCHT (details below) with the following information prior to initiating the transfer of securities:

  • name of the donor and sending institution
  • stock name, symbol and quantity
  • approximate current value
  • approximate transfer date
  • gift date used for client / MCHT donor
  • gift allocation, i.e., Annual Fund or a specific project

Maine Coast Heritage Trust is a charitable tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Tax I.D. #23-7099105.

Marj Whitman, Development Assistant
Maine Coast Heritage Trust
1 Bowdoin Mill Island, Suite 201
Topsham, ME 04086
Direct: (207) 607-4359 Main office: (207) 729-7366
e-mail:
cc:

DTC Number: #0901 (Bank of New York)
BHTS Account Number: #017290 (Bar Harbor Trust Services)
BHTS Client Account Name: Maine Coast Heritage Trust

Bar Harbor Trust Services
135 High Street, PO Box 1100, Ellsworth, ME 04605

Bar Harbor Trust Services is not ACATS eligible.
Please direct any questions to Trust Operations at 207-667-6404.

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