Instructions for Transferring Securities to Friends of Acadia
Tax I.D. # 01-0425071
1. STEP ONE: Please notify Lisa Horsch Clark, Director of Development, of your intended stock gift by calling 1-800-625-0321 or emailing firstname.lastname@example.org.
2. STEP TWO: Prior to transfer, please call (or have your broker call) Helen Watson (917-343-1473) 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# 0005
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 Jason Irwin at Friends of Acadia at 1-800-625-0321.
Instructions for Wiring Cash to Friends of Acadia
Tax I.D. # 01-0425071
Bank Name: First National Bank
Bank Address: 102 Main Street, Bar Harbor, ME 04609
Account Number: 820-0181-6 (Checking account)
ABA Routing Number: 011201830
Bank Contact: Tiffany Dow, 207-288-3341
FOA Contact: Jason Irwin, Director of Finance & Administration, or Sarah Curts, Accounting & Administrative Associate, 207-288-3340
Friends of Acadia is registered to raise funds in all states that require charitable registration. See CHARITABLE REGISTRATION DISCLOSURES for states such as Florida that require us to list their disclosure language statements.