When making your donation, please have your stock broker refer to the following information and procedures to ensure an accurate and timely transaction. It is important that we are notified prior to every stock transfer, in order for us to accurately identify, allocate, and acknowledge your gift. This information is available for download here:
Maine Audubon Gift of Stock Information & Procedure [pdf]
Charitable Organization Information
Name: Maine Audubon
Address: 20 Gilsland Farm Road
Falmouth, ME 04105
Central Phone Number: (207) 781-2330
Contact Person: Bryce Hach, Director of Development
(207) 781-2330 ext. 218 fax: (207) 781-0947
DTC Delivery Information
Bank: State Street Bank and Trust Company
Agent Bank #: 22319 – Boston Advisor Accounts
DTC Participant #: 2319
Boston Trust Account: Maine Audubon Society
Boston Trust #: 1-04499
Account Contact: Stephen Benevento, (617) 726-7095 [email protected]
Instructions to give to your stock broker
1. Please have your broker contact Stephen Benevento at Boston Trust & Investment Management Company to notify them of the expected gift—confirming your name as the donor, the name of the stock, the number of shares being transferred, and the name of the delivering institution prior to delivery.
2. Please have your broker confirm the donation at the time of the transaction with Maine Audubon by faxing or emailing a copy of the valuation letter to Bryce Hach at the contact information listed above. Ask that your broker include your name as the donor, the number of shares and the value of the shares at the date of transfer, the total gift amount, and any restrictions or designations you’d like to make for the gift.
After the gift is received, donors will receive a letter from Maine Audubon acknowledging the contribution based on the valuation letter.