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Contribute Stock and Appreciated Assets

Instructions for Transferring Securities to Friends of Acadia

Tax I.D. # 01-0425071

1. STEP ONE:  Please notify Lisa Horsch Clark, the Director of Development, of your intended stock gift by calling 1-800-625-0321 or emailing lisahorsch@friendsofacadia.org.

2. STEP TWO:  Prior to transfer, please call (or have your broker call) Alexandra Murray

(212-934-0499) at Goldman, Sachs & Co. with:

a)  your name
b)  account name (Friends of Acadia)
c)  broker’s name, firm, and direct phone number
d)  name of securities
e)  approximate number of shares
f)  approximate value of securities
g)  expected date of wire transfer
h)  intended purpose of the gift (e.g. general purposes, endowment, etc.)

Please instruct your broker to wire our bank YOUR NAME and FRIENDS OF ACADIA’S NAME.  Each year we receive some stock gifts by wire that carry neither the donor’s name nor our name.  The “blind” stock thus sits unclaimed in our account at Goldman Sachs and delays your acknowledgement.

3. STEP THREE: Please have your broker wire the stock to Friends of Acadia’s account at Goldman, Sachs & Co.

Broker Delivery Instructions

Customer:  Goldman Sachs & Co.
Deliver to:  DTC# 005
Account #028-10297-8
Donor Name:  Your Client Name
For the Account of:  Friends of Acadia
Please write “transfer via DTC” in the instructions.

We will send an acknowledgment letter within one week of the receipt of stock. For your tax purposes, your gift will be valued at the average of the high and low prices on the date Friends of Acadia assumes ownership of the stock.

Questions? Please call Lisa Horsch Clark or Diana McDowell at Friends of Acadia at 1-800-625-0321.

 

Instructions for Wiring Cash to Friends of Acadia

Tax I.D. # 01-0425071

Bank Name:                        The First National Bank of Damariscotta
Branch Name:                     The First
Bank Address:                    102 Main Street, Bar Harbor, ME  04609

Account Number:              820-0181-6 (Checking account)
ABA Routing Number:     011201830

The First Contact:             Brenda Fernald, 207-288-3341 ext. 351

Friends of Acadia Contact:           Diana McDowell, Director of Finance & Administration 207-288-3340