Donating Stock & Other Securities
One advantageous way to contribute to the Homeless Animal Rescue Team is through a gift of appreciated stock. HART maintains a “gift account” at Bath Savings Trust Company (“BSTC”) to accept gifts of stock. To make a stock** gift:
Step 1) Complete the Transfer
Please instruct your bank or broker to comply with the following instructions (your broker may also have other forms and instructions for you to complete).
PLEASE INSTRUCT YOUR BROKER TO INCLUDE THE DONOR NAME IN THE TRANSFER.
(When the donor’s name is added to the delivery instructions, it helps BSTC identify the gift and provide HART with information to help HART promptly acknowledge the gift.)
DTC Book Entry Instructions
Please note that Bath Savings Trust Company is NOT ACAT eligible.
Deliver to: Fifth Third Bank
DTC Number: 2116
Bath Savings Trust Company Account No: 010033036506
FFC: Homeless Animal Rescue Team Gift Acct.
Donor Name: ________________________________________________
Step 2) Notify Bath Savings Trust Company
PLEASE ASK YOUR BROKER TO NOTIFY THE BSTC CONTACT NAMED BELOW THAT A GIFT IS BEING MADE TO HART.
(Notification prior to delivery is greatly appreciated and facilitates accurate allocation of the gift.)
Ginger Doughty 207-443-6296 firstname.lastname@example.org
Step 3) Notify HART
PLEASE ALSO CLICK HERE TO DOWNLOAD AND COMPLETE THE “NOTIFICATION OF STOCK DONATION” FORM, CLICK HERE AND SEND IT DIRECTLY TO HART VIA EMAIL TO:
(Unfortunately, stock donations transferred to HART’s BSTC Gift account may arrive with no donor information. Notifying HART directly assists HART with verifying that the gift was received so it can be promptly acknowledged.)
Joann Wallace, HART Treasurer email@example.com 207-233-8101
Andy Hanna, HART Operations Director firstname.lastname@example.org 207-829-4116
**For gifts of other types of securities, such as mutual funds or government securities, please contact Ginger Doughty for additional instructions. Do not use the above delivery information.
If you have any questions, we encourage you to consult your tax advisor. You can also reach out to Ginger Doughty at Bath Savings Trust Company at 207-443-6296 or email@example.com. You can also contact Felicia Garant with HART of Maine at firstname.lastname@example.org.