Thank you for your interest in making a gift of appreciated securities to Maine AllCare.
To ensure a swift and accurate direct transfer of your securities to our brokerage account,
follow these three easy steps:
Step 1: Broker Instructions
- LPL Financial
- Account #65355960
- DTC: #0075
- For further credit to: Maine AllCare
- Tax ID# 46-0964040
Step 2: Let Maine AllCare know
Please email or call Lynn Cheney, treasurer of Maine AllCare, at email@example.com or 207-374-9919 to inform us of your intention to transfer securities by supplying the following information:
- Your name, address, and telephone number;
- Your broker’s name and institution;
- The security’s name, Cusip #, and Trading Symbol;
- The anticipated date of transfer.
Step 3: Ask your broker to:
Please notify Maine AllCare of completed transfer by email: firstname.lastname@example.org or telephone: (207) 374-9919.
If you have any questions regarding these procedures please contact Lynn Cheney at (207) 374-9919 or email@example.com.
Thank you for your interest in making this important gift to Maine AllCare!