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                                      gdoughty@bathsavings.com


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                                                                    jwsummit@msn.com 207-233-8101
Andy Hanna, HART Operations Director                                                     andy.hanna@hartofme.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.

Questions?

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 gdoughty@bathsavings.com.  You can also contact Felicia Garant with HART of Maine at felgar8204@gmail.com.